Unclaimed Profile

Eric Stochek Levine

CAPE INVESTMENT ADVISORY, INC.·MCDONOUGH, Georgia

SIE, Series 7, Series 24, Series 55, Series 57TO, Series 63, Series 65, Series 79TO25 years registeredCAPE INVESTMENT ADVISORY, INC.

1600 PENNSYLVANIA AVE., MCDONOUGH, GA 30253CRD# 2343564Firm CRD# 146384

Profile Verification

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

Identity

Eric Stochek Levine · MCDONOUGH, GA

Registration

CRD #2343564 · CAPE INVESTMENT ADVISORY, INC. · 25 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CAPE INVESTMENT ADVISORY, INC.

INVESTACORP ADVISORY SERVICES INC

Nov 2000 – Aug 2011

MIAMI, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 55

Series 57TO

Series 63

Series 65

Series 79TO

Registration record

First registered · November 3, 2000

Years registered · 25

Disclosure History

Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

Firm Overview

Firm

CAPE INVESTMENT ADVISORY, INC.

CRD 146384 · SEC 801-71349

AUM

$365M

Regulatory assets under management

Employees

140

1,630 client accounts

Services offered by CAPE INVESTMENT ADVISORY, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

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 CAPE INVESTMENT ADVISORY, INC. →

Introduction

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Frequently Asked Questions

What services does Eric Stochek Levine offer?

Eric Stochek Levine specializes in Financial Planning, Investment Management, Fee-Only Advisory.

What are Eric Stochek Levine's credentials?

Eric Stochek Levine is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Eric Stochek Levine located?

Eric Stochek Levine is based in MCDONOUGH, Georgia, last registered with CAPE INVESTMENT ADVISORY, INC..

How does Eric Stochek Levine charge for services?

Eric Stochek Levine's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CAPE INVESTMENT ADVISORY, INC.?

CAPE INVESTMENT ADVISORY, INC. has approximately 140 employees and manages $365M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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