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Alan Bruce Levin

BRIDGE LINE ADVISORS LLC·BOCA RATON, Florida
SIE, Series 7, Series 27, Series 28, Series 66, Series 99TO7 years registeredBRIDGE LINE ADVISORS LLC
1200 N. FEDERAL HIGHWAY, BOCA RATON, FL 33432CRD# 3073530Firm CRD# 318053

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Alan Bruce Levin · BOCA RATON, FL
Registration
CRD #3073530 · BRIDGE LINE ADVISORS LLC · 7 years registered
Brand Profile
Not yet started
01

Career History

IBD WEALTH MANAGEMENT, LLC
Aug 2023 – present
NEWBRIDGE FINANCIAL SERVICES GROUP, INC.
Mar 2019 – Jul 2023
BOCA RATON, FL
MML INVESTORS SERVICES, LLC
Jan 2019 – Mar 2019
FT LAUDERDALE, FL
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 27
Series 28
Series 66
Series 99TO
Registration record
First registered · January 24, 2019
Years registered · 7
03

Disclosure History

2012Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Introduction

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Frequently Asked Questions

What services does Alan Bruce Levin offer?
Alan Bruce Levin is a registered financial advisor in BOCA RATON, Florida. Contact their office for details on services offered.
What are Alan Bruce Levin's credentials?
Alan Bruce Levin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alan Bruce Levin located?
Alan Bruce Levin is based in BOCA RATON, Florida, working with BRIDGE LINE ADVISORS LLC. Their office serves clients in the BOCA RATON metropolitan area and surrounding communities.
How large is BRIDGE LINE ADVISORS LLC?
BRIDGE LINE ADVISORS LLC is a registered investment adviser with the SEC. See their Form ADV for full details.
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Scott Howard Goldstein
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