Emily Levine has been an investment adviser representative at AAF Wealth Management since February 2020, and is not listed among the firm’s executive officers or direct owners.
Aaf Wealth Management, LLC is a Westborough, MA firm with $728M under management, 293 clients and 6 advisers in one office, as of its March 2026 filing.
Emily Levine’s longest registration is the current one, 6 years at AAF Wealth Management since 2020. Before joining AAF Wealth Management in 2020, Emily Levine was registered through Commonwealth Financial Network.
- Aaf Wealth Management, LLCCurrent– present · 6 yearsWestborough, MA · Adviser representative · Firm CRD 164646
- Commonwealth Financial Network– · 1 yearWestborough, MA · Adviser representative · Firm CRD 8032
Investment adviser representative registrations
Emily Levine is registered as an investment adviser representative in Massachusetts, since February 2020.
- MassachusettsSince 7 February 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 9 September 2016 |
| Series 63 | Uniform Securities Agent State Law Examination | 23 May 2013 |
| Series 7 | General Securities Representative Examination | 17 October 2011 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Emily Bard Levine
- CRD
- 5962404
- Firm
- AAF Wealth Management · CRD 164646
- Office
- 50 WASHINGTON STREET, Westborough, MA 01581
- Registration
- Investment adviser registration
- In the industry since
- December 2013
- Disciplinary history
- Not yet shown here · SEC record
Where does Emily Levine work?
Emily Levine is an investment adviser representative registered through Aaf Wealth Management, LLC since February 2020, and is not listed among the firm’s executive officers or direct owners.
Is Emily Levine a financial advisor?
Yes. Emily Levine has a current investment-adviser registration in Massachusetts, through AAF Wealth Management since February 2020.
How many years of experience does Emily Levine have?
Emily Levine has 12 years in the financial industry, since December 2013, across 2 adviser firms.
What exams has Emily Levine passed?
Emily Levine has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in October 2011. FINRA credited Emily Levine with the SIE, which began in October 2018.
Where did Emily Levine work before AAF Wealth Management?
Before AAF Wealth Management, Emily Levine was registered through Commonwealth Financial Network, September 2016 to May 2018.
Where is Emily Levine based?
Emily Levine’s registered office is in Westborough, MA.
Is Emily Levine registered with FINRA?
No. Emily Levine has no current broker registration.
How can I verify Emily Levine’s record?
Search CRD 5962404 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Emily Levine’s full registration record.
