Eric D. Levine
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Eric D Levine, who also goes by Eric Daniel Levine, Eric Levine, was a registered financial professional .
Eric is a previously registered financial professional and started their career in finance in 2011. Eric had 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
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 24, 2024 - December 24, 2025
PEAR TREE ADVISORS, INC.
January 10, 2024 - December 24, 2025
U. S. BOSTON CAPITAL CORPORATION
March 15, 2022 - January 23, 2024
HOOPOE ADVISORS
March 4, 2022 - January 23, 2024
HOOPOE CAPITAL MARKETS, LLC
July 13, 2021 - February 25, 2022
FORESIDE FUND SERVICES, LLC
March 26, 2018 - July 19, 2019
CANTELLA & CO., INC.
March 23, 2018 - July 19, 2019
CANTELLA & CO., INC.
June 17, 2013 - March 22, 2018
COMMONWEALTH FINANCIAL NETWORK
June 10, 2013 - March 22, 2018
COMMONWEALTH FINANCIAL NETWORK
July 12, 2012 - June 10, 2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
July 12, 2012 - June 10, 2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
August 5, 2011 - July 17, 2012
MORGAN STANLEY
July 4, 2011 - July 17, 2012
MORGAN STANLEY
Primary Firm SEC Registration
PEAR TREE ADVISORS, INC.
CRD#: 104576 / SEC#: 801-19222
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 52TO
Date: 1/2/2023
Municipal Securities Representative ExaminationCurrent Firm
PEAR TREE ADVISORS, INC.
CRD#: 104576 / SEC#: 801-19222
Contact information
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1 |
| AUM (Assets Under Management) | $ 3,089,429,330 |
Red Flags
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