Todd S. Levine
Professional summary
Todd S Levine, who also goes by Todd Scott Levine, Todd Levine, is a registered financial advisor currently at INVST, LLC located in Colts Neck, New Jersey.
Todd is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Todd has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 3, Series 55, Series 7 and Series 25 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Todd S Levine's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 24, 2022 - Present
INVST, LLC
Office #1: 293 Route 34, Colts Neck, NJ 07722December 16, 2014 - February 1, 2022
PARK AVENUE SECURITIES LLC
April 2, 2010 - February 1, 2022
PARK AVENUE SECURITIES LLC
July 17, 2007 - July 31, 2008
BLOOMBERG TRADEBOOK LLC
November 10, 2004 - March 21, 2007
JEFFERIES LLC
January 18, 2002 - November 1, 2004
JEFFERIES EXECUTION SERVICES, INC.
October 1, 2000 - January 14, 2002
LAWRENCE HELFANT LLC
Primary Firm SEC Registration
INVST, LLC
CRD#: 282863 / SEC#: 801-107265
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/24/2022)
Exams
Series 55
Date: 3/20/2006
Limited Representative-Equity Trader ExamSeries 25
Date: 8/22/2000
NYSE Trading Assistant ExaminationCurrent Firm
INVST, LLC
CRD#: 282863 / SEC#: 801-107265
Contact information
SEC notice filing (41 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 6,777 |
| AUM (Assets Under Management) | $ 1,786,624,623 |
Red Flags
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