Stephen Levine has been an investment adviser representative at Latitude Advisors since February 2010, and is not listed among the firm’s executive officers or direct owners.
Latitude Advisors, LLC is a firm with $567M under management, 1,590 clients and 65 advisers across 26 offices, as of its April 2026 filing.
Stephen Levine’s longest registration is the current one, 16 years at Latitude Advisors since 2010. Before joining Latitude Advisors in 2010, Stephen Levine was registered through Medallion Advisory Services, LLC.
- Latitude Advisors, LLCCurrent– present · 16 yearsHewlett, NY · Adviser representative · Firm CRD 151001
- Medallion Advisory Services, LLC– · 3 yearsBrooklyn, NY · Adviser representative · Firm CRD 113788
Investment adviser representative registrations
Stephen Levine is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from August 2021; the most recent is Texas, in April 2026.
- New HampshireSince 21 October 2025
- New YorkSince 9 August 2021
- TexasResidentSince 16 April 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 27 December 2005 |
| Series 24 | General Securities Principal Examination | 9 April 2001 |
| Series 63 | Uniform Securities Agent State Law Examination | 9 February 1987 |
| Series 7 | General Securities Representative Examination | 20 December 1986 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Stephen Jeffrey Levine
- CRD
- 1601510
- Firm
- Latitude Advisors · CRD 151001
- Office
- Hewlett, NY
- Registration
- Investment adviser and broker registrations
- In the industry since
- January 1989
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Stephen Levine work?
Stephen Levine is an investment adviser representative registered through Latitude Advisors, LLC since February 2010, and is not listed among the firm’s executive officers or direct owners.
Is Stephen Levine a financial advisor?
Yes. Stephen Levine has a current investment-adviser registration in New Hampshire, New York and Texas, through Latitude Advisors since February 2010.
How many years of experience does Stephen Levine have?
Stephen Levine has 37 years in the financial industry, since January 1989, across 2 adviser firms.
What exams has Stephen Levine passed?
Stephen Levine has passed 4 licensing exams: the Series 7, Series 63, Series 24 and Series 66. The earliest, the Series 7, was passed in December 1986. FINRA credited Stephen Levine with the SIE, which began in October 2018.
Where did Stephen Levine work before Latitude Advisors?
Before Latitude Advisors, Stephen Levine was registered through Medallion Advisory Services, LLC, January 2006 to November 2009.
Where is Stephen Levine based?
Stephen Levine’s registered office is in Hewlett, NY.
Is Stephen Levine registered with FINRA?
Yes. Stephen Levine has a current broker registration, under CRD 1601510.
Source: FINRA BrokerCheck
How can I verify Stephen Levine’s record?
Search CRD 1601510 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Stephen Levine’s full registration record.