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Bruce C. Levine
FIRST NEEDHAM INVESTMENTS
NEEDHAM, MA 02494
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CRD#: 4453763
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Professional summary
Bruce Charles Levine is a registered financial advisor currently at FIRST NEEDHAM INVESTMENTS, INC. located in Needham, Massachusetts.
Bruce is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Bruce has worked at 2 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) BUSINESS NAME: LEVINE KATZ NANNIS & SOLOMON PC | OWNER: SELF, RELATIONSHIP: , CLIENT OF NFPSI: FALSE, PERCENTAGE OF OWNERSHIP : 52, | HOURS PER MONTH: 200 | NATURE OF BUSINESS: CPA OR ACCOUNTANT |START DATE: 10/01/1985 END DATE 8/11/2011
2) BUSINESS NAME: BRUCE LEVINE | OWNER: SELF, RELATIONSHIP: , CLIENT OF NFPSI: FALSE, PERCENTAGE OF OWNERSHIP : 100, | HOURS PER MONTH: 5 | NATURE OF BUSINESS: INSURANCE |START DATE: 02/01/2000
3) BUSINESS NAME: FIRST NEEDHAM INVESTMENTS INC | OWNER: SELF, RELATIONSHIP: , CLIENT OF NFPSI: FALSE, PERCENTAGE OF OWNERSHIP : 25, | HOURS PER MONTH: 5 | NATURE OF BUSINESS: INVESTMENT ADVISORY |START DATE: 02/01/2000
4) BUSINESS NAME: 23 WILMINGTON LLC | HOURS PER MONTH: 1 | NATURE OF BUSINESS: REAL ESTATE |START DATE: 12/01/2003 END DATE 12/31/2014
5) BUSINESS NAME: PANNAWAY REALTY ASSOCIATES | HOURS PER MONTH: 5 | NATURE OF BUSINESS: REAL ESTATE |START DATE: 09/01/1979
6)BUSINESS NAME: LEVINE,CAUFIELD,MARTIN & GOLDBERG PC | OWNER: SELF, RELATIONSHIP: , CLIENT OF NFPSI: FALSE, PERCENTAGE OF OWNERSHIP : 50, | HOURS PER MONTH: 200 | NATURE OF BUSINESS: CPA OR ACCOUNTANT | START DATE: 08/12,2011
CRS (Client Relationship Summary) - RIA
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Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
April 14, 2005 - Present
FIRST NEEDHAM INVESTMENTS, INC.
Office #1: 75 Second Ave Suite 700, Needham, MA 02494RIA
CRD#: 129192
NEEDHAM, MA
Past
September 12, 2001 - October 8, 2012
KESTRA INVESTMENT SERVICES, LLC
BD
CRD#: 42046
NEEDHAM, MA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Massachusetts(4/14/2005)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
FN
FIRST NEEDHAM INVESTMENTS, INC.
FIRST NEEDHAM INVESTMENTS, INC.
CRD#: 129192 / SEC#:
Massachusetts
Registered Investment Advisory firm - (5/13/2004 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Newton, MA
Mailing Address
Phone number
(617) 461-6381
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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Company Information
FIRST NEEDHAM INVESTMENTS, INC.
CRD#: 129192Needham, MA 02494TRUST BUT VERIFY
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