Unclaimed Profile

Steven Ira Levin

AMERICAN FINANCIAL NETWORK ADVISORY SERVICES, LLC·CALABASAS, California

SIE, Series 7, Series 24, Series 66Clean record10 years registeredAMERICAN FINANCIAL NETWORK ADVISORY SERVICES, LLC

23975 PARK SORRENTO, CALABASAS, CA 91302CRD# 5984170Firm CRD# 160322

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Steven Ira Levin · CALABASAS, CA

Registration

CRD #5984170 · AMERICAN FINANCIAL NETWORK ADVISORY SERVICES, LLC · 10 years registered

Brand Profile

Not yet started

Career History

NEWEDGE ADVISORS

Oct 2023 – present

WEALTHSOURCE®

Aug 2021 – Nov 2023

MARINA DEL REY, CA

AMERICAN FINANCIAL NETWORK ADVISORY SERVICES, LLC

Dec 2017 – Jan 2020

LOS ANGELES, CA

PENNIALL & ASSOCIATES

Aug 2015 – Dec 2017

PASADENA, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Registration record

First registered · August 20, 2015

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AMERICAN FINANCIAL NETWORK ADVISORY SERVICES, LLC

CRD 160322 · SEC 801-73032

AUM

$47M

Regulatory assets under management

Employees

106 client accounts

Services offered by AMERICAN FINANCIAL NETWORK ADVISORY SERVICES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at AMERICAN FINANCIAL NETWORK ADVISORY SERVICES, LLC →

Introduction

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Frequently Asked Questions

What services does Steven Ira Levin offer?

Steven Ira Levin specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CALABASAS, California for a consultation.

What are Steven Ira Levin's credentials?

Steven Ira Levin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Steven Ira Levin located?

Steven Ira Levin is based in CALABASAS, California, working with AMERICAN FINANCIAL NETWORK ADVISORY SERVICES, LLC. Their office serves clients in the CALABASAS metropolitan area and surrounding communities.

How does Steven Ira Levin charge for services?

Steven Ira Levin's firm is compensated through percentage of aum, hourly charges, subscription fees, other: referral fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AMERICAN FINANCIAL NETWORK ADVISORY SERVICES, LLC?

AMERICAN FINANCIAL NETWORK ADVISORY SERVICES, LLC has approximately 4 employees and manages $47M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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