Max Levine has been an investment adviser representative at Woodstock Wealth Management since October 2024, and is not listed among the firm’s executive officers or direct owners.
Woodstock Wealth Management, Inc. is a Woodstock, GA firm with $727M under management, 1,586 clients and 26 advisers across 26 offices, as of its April 2026 filing.
Max Levine’s longest registration is the current one, 2 years at Woodstock Wealth Management since 2024. Before joining Woodstock Wealth Management in 2024, Max Levine was registered through Fidelity Personal and Workplace Advisors.
- – present · 2 yearsBrookline, MA · Adviser representative · Firm CRD 283472
- Fidelity Personal and Workplace Advisors– · 2 yearsMerrimack, NH · Adviser representative · Firm CRD 288590
Investment adviser representative registrations
Max Levine is registered as an investment adviser representative in 3 states. The first approvals date from October 2024; the most recent is Florida, in November 2024.
- FloridaSince 13 November 2024
- MassachusettsSince 29 October 2024
- New HampshireSince 4 October 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 17 June 2022 |
| Series 63 | Uniform Securities Agent State Law Examination | 18 August 2021 |
| Series 7TO | General Securities Representative Examination | 11 August 2021 |
| SIE | Securities Industry Essentials Examination | 4 August 2021 |
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Max Edward Levine
- CRD
- 7371822
- Firm
- Woodstock Wealth Management · CRD 283472
- Office
- Brookline, MA
- Registration
- Investment adviser registration
- In the industry since
- November 2021
- Disciplinary history
- Not yet shown here · SEC record
Where does Max Levine work?
Max Levine is an investment adviser representative registered through Woodstock Wealth Management, Inc. since October 2024, and is not listed among the firm’s executive officers or direct owners.
Is Max Levine a financial advisor?
Yes. Max Levine has a current investment-adviser registration in Florida, Massachusetts and New Hampshire, through Woodstock Wealth Management since October 2024.
How many years of experience does Max Levine have?
Max Levine has 4 years in the financial industry, since November 2021, across 2 adviser firms.
What exams has Max Levine passed?
Max Levine has passed 4 licensing exams: the SIE, Series 7TO, Series 63 and Series 66. The earliest, the SIE, was passed in August 2021.
Where did Max Levine work before Woodstock Wealth Management?
Before Woodstock Wealth Management, Max Levine was registered through Fidelity Personal and Workplace Advisors, July 2022 to July 2024.
Where is Max Levine based?
Max Levine’s registered office is in Brookline, MA.
Is Max Levine registered with FINRA?
No. Max Levine has no current broker registration.
How can I verify Max Levine’s record?
Search CRD 7371822 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Max Levine’s full registration record.