Scott B Levinson
Professional Summary
Scott B Levinson, who also goes by Scott Bennett Levinson, Scott Levinson, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Sharon, Massachusetts and FIDELITY BROKERAGE SERVICES LLC located in Providence, Rhode Island. Scott is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Scott has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Biography
My goal is to help my clients grow and protect their wealth, make sound investment decisions, and simplify their financial lives. As your VP Financial Consultant, I will partner with you to understand your short and long-term goals and to help you build a financial plan that is customized to meet your unique needs. Forming strong relationships with my clients and their families is of the utmost importance to me and I work hard to...
Other Aliases
Scott Bennett Levinson, Scott Levinson
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
Website
xxxxxxxxxx.xxx
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Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Years of Experience
23 years registered in the securities industry
Current & Past Employments
Current
Past
Education
Northeastern University
Marketing & Management, Master of Business Administration (MBA)
Marketing & Management, Master of Business Administration (MBA)
1997
Boston University
Finance, Bachelor of Science, Business Administration
Finance, Bachelor of Science, Business Administration
1987
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Current Firm
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
Contact Information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698Phone Number
(617) 563-7000# of Employees
17,112SEC notice filing (52 States and Territories)
Registered to provide investment advisory services in 52 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
2,973,512AUM (Assets Under Management)
$1,370,125,325,211Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/21/2026 | Cover Page | Report |
| 09/24/2025 | Cover Page | Report |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
The advisor shows no other business activity.
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Primary Firm SEC Registration
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
State Registrations and Notice Filings
(1/20/2021)
(1/6/2016)
(9/20/2013)
(12/20/2005)
(10/10/2019)
(12/20/2005)
(1/5/2018)
(12/9/2019)
(1/5/2018)
(2/28/2024)
(12/20/2005)
(1/5/2018)
(12/20/2005)
(3/31/2025)
(7/8/2022)
(1/6/2017)
(1/5/2018)
(6/30/2023)
(12/8/2011)
(9/30/2019)
(3/2/2024)
(11/27/2019)
(4/9/2021)
(1/6/2017)
(5/8/2018)
(12/20/2005)
(3/31/2025)
(12/8/2011)
(1/6/2016)
(12/8/2011)
(3/31/2025)
(9/30/2019)
(12/8/2011)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed May 2003About the Series 6 examSRO Registrations
SRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Scott B Levinson's CRS (Customer Relationship Summary).
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