Eric D. Levine

PEAR TREE ADVISORS

Lincoln, MA 01773-1124

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CRD#: 5675661

Professional summary

Eric D Levine, who also goes by Eric Daniel Levine, Eric Levine, is a registered financial advisor currently at PEAR TREE ADVISORS, INC. located in Lincoln, Massachusetts and U. S. BOSTON CAPITAL CORPORATION located in Lincoln, Massachusetts.

Eric is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Eric has worked at 9 firms and has passed the Series 66, Series 52TO, SIE, Series 7, Series 4, Series 53 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Eric Daniel Levine | Eric Levine

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric D Levine's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 24, 2024 - Present

PEAR TREE ADVISORS, INC.

Office #1: 55 Old Bedford Road Suite 202, Lincoln, MA 01773-1124

RIA

CRD#: 104576

Lincoln, MA

Current

January 10, 2024 - Present

U. S. BOSTON CAPITAL CORPORATION

Office #1: 55 Old Bedford Rd, Lincoln, MA 01773Office #2: Lincoln North, Lincoln, MA 01773

RIA

CRD#: 5251

Lincoln, MA

Past

March 15, 2022 - January 23, 2024

HOOPOE ADVISORS

RIA

CRD#: 282573

BOSTON, MA

Past

March 4, 2022 - January 23, 2024

HOOPOE CAPITAL MARKETS, LLC

CRD#: 294271

Boston, MA

Past

July 13, 2021 - February 25, 2022

FORESIDE FUND SERVICES, LLC

CRD#: 46106

Boston, MA

Past

March 26, 2018 - July 19, 2019

CANTELLA & CO., INC.

RIA

CRD#: 13905

Malden, MA

Past

March 23, 2018 - July 19, 2019

CANTELLA & CO., INC.

CRD#: 13905

Malden, MA

Past

June 17, 2013 - March 22, 2018

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

WALTHAM, MA

Past

June 10, 2013 - March 22, 2018

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

WALTHAM, MA

Past

July 12, 2012 - June 10, 2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

WELLESLEY HILLS, MA

Past

July 12, 2012 - June 10, 2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

WELLESLEY HILLS, MA

Past

August 5, 2011 - July 17, 2012

MORGAN STANLEY

RIA

CRD#: 149777

WELLESLEY, MA

Past

July 4, 2011 - July 17, 2012

MORGAN STANLEY

CRD#: 149777

WELLESLEY, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PEAR TREE ADVISORS, INC.

PEAR TREE ADVISORS, INC. | QUANTITATIVE INVESTMENT ADVISORS, INC. | QUANTITATIVE ADVISORS INC | QUANTITATIVE ADVISORS

CRD#: 104576 / SEC#: 801-19222

RIA

Registered Investment Advisory firm - (6/13/1983 Approved)

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Massachusetts
(1/10/2024)

IAR

Massachusetts
(1/24/2024)

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

State Security Law Exam

IAR

Series 66

Date: 8/4/2011

Uniform Combined State Law Examination

General Industry/Product Exam

Series 52TO

Date: 1/2/2023

Municipal Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/1/2011

General Securities Representative Examination

Principal/Supervisory Exam

Series 4

Date: 5/29/2015

Registered Options Principal Examination

Principal/Supervisory Exam

Series 53

Date: 1/7/2014

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 9/16/2013

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

PEAR TREE ADVISORS, INC.

PEAR TREE ADVISORS, INC. | QUANTITATIVE INVESTMENT ADVISORS, INC. | QUANTITATIVE ADVISORS INC | QUANTITATIVE ADVISORS

CRD#: 104576 / SEC#: 801-19222

RIA

Registered Investment Advisory firm - (6/13/1983 Approved)

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Contact information

Main Address

55 Old Bedford Road Suite 202, Lincoln, MA 01773-1124

Mailing Address

Phone number

(781) 259-1144

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	1
AUM (Assets Under Management)	$ 3,089,429,330

Red Flags

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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Advisor Monitoring

Firm Stability Insights

Eric D. Levine

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric D Levine's CRS (Customer Relationship Summary).

Certified licenses

Experience

U. S. BOSTON CAPITAL CORPORATION

HOOPOE ADVISORS

HOOPOE CAPITAL MARKETS, LLC

FORESIDE FUND SERVICES, LLC

CANTELLA & CO., INC.

CANTELLA & CO., INC.

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MORGAN STANLEY

MORGAN STANLEY

Primary Firm SEC Registration

PEAR TREE ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 8/4/2011

Series 52TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 7/1/2011

Series 4

Date: 5/29/2015

Series 53

Date: 1/7/2014

Series 24

Date: 9/16/2013

FINRA

Current Firm

PEAR TREE ADVISORS, INC.

Contact information

SEC notice filing (1 States and Territories)

Documents

Regulatory assets under management

Red Flags

Company Information

PEAR TREE ADVISORS, INC.

TRUST BUT VERIFY

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