Avi Levine

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About Avi Levine

I began my career as a financial advisor in 2016, following in my father Glenn's footsteps. More recently, in 2025, I obtained my CERTIFIED FINANCIAL PLANNER (R) certification.

I grew up in the Boston area, graduated from the University of Delaware, and lived in New York City for several years. I now reside in Southport, CT with my wife and two daughters. In addition to my home office in Southport, I also have offices in Shelton, CT and White Plains, NY, where I can meet with clients by appointment.

See Disclosures

General Information

automated call

CRD#

1037845

Firm CRD#

8733

Work with the following types of clients

Businesses, Individual Investors

Advisory Services Provided

Portfolio Management, Financial Planning, Insurance Products & Annuities, Investment Advice & Management, Financial Advice & Consulting, Retirement Planning, 401K Rollovers, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Wealth Management

Compliance

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®

Securities Licenses

Series 7, Series 6, Series 63, Series 66

Insurance and Annuity Licenses

Variable Annuity, Long Term Care, Variable Life, Life, Disability, Annuity

Compensation and Fees

Fee % Based on Assets

1.25%

Additional Details on Charges

Investment Advisory Relationship: In this arrangement, we manage some or all of your investable assets for a fee, which is typically 1.25% of the assets under management. We align your accounts with your goals and risk tolerance and provide ongoing guidance on retirement, tax planning strategies, and protection strategies. We also hold review meetings at least annually, or more frequently depending on your preference.

Financial Planning Engagement: This option involves providing personalized, non-product-specific advice and customized recommendations without managing any investments. A comprehensive financial plan typically covers cash flow, investment planning, retirement planning, risk management, income tax planning strategies, and estate planning strategies. The cost for this engagement depends on the complexity of your situation, which we can quote after our initial no-obligation consultation.

Disclosures

PaladinRegistry.com provides referrals to financial professionals of LPL Enterprise, LLC (LPLE). PaladinRegistry.com is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay PaladinRegistry.com cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

LPL ADV 2A

https://www.lpl.com/content/dam/edam/format/disclosure/a58-lple.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-detailed-disclosures-lple.pdf

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