Unclaimed Profile

Steven M Levin

KOV FINANCIAL ADVISORS, LLC·AVON, Connecticut

Series 65Clean record28 years registeredKOV FINANCIAL ADVISORS, LLC

20 TOWER LANE, AVON, CT 06001CRD# 2985347Firm CRD# 108734

Profile Verification

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

Identity

Steven M Levin · AVON, CT

Registration

CRD #2985347 · KOV FINANCIAL ADVISORS, LLC · 28 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: KOV FINANCIAL ADVISORS, LLC

KOV FINANCIAL ADVISORS, LLC

Jan 1998 – May 2023

AVON, CT

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · January 12, 1998

Years registered · 28

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

KOV FINANCIAL ADVISORS, LLC

CRD 108734 · SEC 801-122447

AUM

$124M

Regulatory assets under management

Employees

352 client accounts

Services offered by KOV FINANCIAL ADVISORS, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at KOV FINANCIAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Steven M Levin offer?

Steven M Levin specializes in Investment Management, Wealth Management.

What are Steven M Levin's credentials?

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

Where is Steven M Levin located?

Steven M Levin is based in AVON, Connecticut, last registered with KOV FINANCIAL ADVISORS, LLC.

How does Steven M Levin charge for services?

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

How large is KOV FINANCIAL ADVISORS, LLC?

KOV FINANCIAL ADVISORS, LLC has approximately 1 employees and manages $124M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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