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JL

Joseph M. Levine

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CRD#: 601365
JL

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.

Joseph Myron Levine, who also goes by Joseph M Levine, was a registered financial professional .

Joseph is a previously registered financial professional and started their career in finance in 1969. Joseph had worked at 26 firms and has passed the Series 63, Series 7, Series 5, Series 1 and Series 40 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Joseph M 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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

September 5, 2000 - December 17, 2001

CANTONE RESEARCH INC.

BD
CRD#: 26314
EATONTOWN, NJ
Past

January 11, 2000 - September 26, 2000

MASON HILL & CO., INC.

BD
CRD#: 38308
NEW YORK, NY
Past

April 26, 1999 - January 5, 2000

COLEMAN & COMPANY SECURITIES, INC.

BD
CRD#: 1486
NEW YORK, NY
Past

March 17, 1998 - March 16, 1999

HD BROUS & CO., INC.

BD
CRD#: 22062
GREAT NECK, NY
Past

August 14, 1997 - December 24, 1997

MORGAN GRANT CAPITAL CORP.

BD
CRD#: 28595
GARDEN CITY, NY
Past

June 10, 1997 - August 5, 1997

SCHNEIDER SECURITIES, INC.

BD
CRD#: 16434
DENVER, CO
Past

January 15, 1997 - May 23, 1997

FIRST CAMBRIDGE SECURITIES CORPORATION

BD
CRD#: 21846
NEW YORK, NY
Past

March 19, 1996 - January 17, 1997

PARAGON CAPITAL MARKETS, INC.

BD
CRD#: 18555
EAST HANOVER, NJ
Past

November 16, 1993 - February 15, 1996

INVESTORS ASSOCIATES, INC.

BD
CRD#: 958
HACKENSACK, NJ
Past

September 23, 1992 - November 2, 1993

S. D. COHN & CO., INC.

BD
CRD#: 27827
HAUPPAUGE, NY
Past

December 2, 1991 - June 16, 1993

MUTUAL FUND EXECUTION SERVICES, INC.

BD
CRD#: 28496
Past

March 28, 1991 - May 28, 1991

MANCHESTER RHONE SECURITIES CORP.

BD
CRD#: 15886
Past

April 24, 1990 - December 31, 1990

FIRST MONTAUK SECURITIES CORP.

BD
CRD#: 13755
Past

June 26, 1989 - April 2, 1990

JONATHAN ALAN & CO., INC.

BD
CRD#: 15914
Past

July 28, 1988 - June 22, 1989

JERSEY CAPITAL MARKETS GROUP INC.

BD
CRD#: 14406
Past

December 22, 1986 - December 31, 1990

FIRST MONTAUK SECURITIES CORP.

BD
CRD#: 13755
RED BANK, NJ
Past

March 3, 1985 - December 2, 1986

HOMESTEAD SECURITIES, INC.

BD
CRD#: 15162
Past

December 14, 1983 - February 1, 1985

MARVEST SECURITIES, INC.

BD
CRD#: 10938
Past

June 9, 1980 - June 1, 1983

JANNEY MONTGOMERY SCOTT LLC

BD
CRD#: 463
Past

January 2, 1980 - July 13, 1980

PHILIPS, APPEL & WALDEN, INC.

BD
CRD#: 659
Past

March 29, 1979 - January 3, 1980

BLYTH EASTMAN DILLON & CO. INCORPORATED

BD
CRD#: 6361
Past

November 22, 1977 - November 19, 1983

LEHMAN BROTHERS INC.

BD
CRD#: 7506
Past

September 16, 1977 - December 23, 1983

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
Past

September 2, 1977 - September 16, 1977

BACHE HALSEY STUART INC.

BD
CRD#: 7238
Past

January 28, 1976 - November 22, 1977

FAULKNER, DAWKINS & SULLIVAN INC.

BD
CRD#: 1790
Past

October 6, 1975 - January 22, 1976

LOEB RHOADES & CO

BD
CRD#: 1000003
Past

January 14, 1969 - March 19, 1980

EDWARDS & HANLY

BD
CRD#: 6554

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 1/30/1980
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 5
Date: 10/15/1981
Interest Rate Options Examination
General Industry/Product Exam
RR
Series 1
Date: 1/10/1969
Registered Representative Examination
Principal/Supervisory Exam
RR
Series 40
Date: 2/28/1974
Registered Principal Examination

Current Firm


CR
CANTONE RESEARCH INC.
CANTONE RESARCH INC. | LINE SECURITIES, INC. | CANTONE RESEARCH INC.

CRD#: 26314 / SEC#: , 8-41940

BD
Terminated by SEC on 09/01/2023
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Contact information


Main Address
36 Corbett Way, Eatontown, NJ 07724
Mailing Address
Phone number
(732) 450-3500
Established
New Jersey since 02/14/1989
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
9

FINRA licenses (1 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
CANTONE, ANTHONY JOSEPHCHIEF EXECUTIVE OFFICER1066139
KING, STEPHEN PHILIPCHIEF COMPLIANCE OFFICER & GENERAL COUNSEL1590508
WALSH, PETER JAMESCFO1190458

Disclosures


Regulatory Event13
Civil Event1
Arbitration2
Bond1

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.

Company Information


CANTONE RESEARCH INC.

CRD#: 26314

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