AdvisorOS Directory
Claim Profile
Unclaimed Profile
EL

Evan Marc Levine

COMPLETE ADVISORS PLUS LLC·VALLEY STREAM, New York
Series 6, Series 62, Series 63Clean record5 years registeredCOMPLETE ADVISORS PLUS LLC
181 S. FRANKLIN AVE., VALLEY STREAM, NY 11581CRD# 2089985Firm CRD# 307127

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Evan Marc Levine · VALLEY STREAM, NY
Registration
CRD #2089985 · COMPLETE ADVISORS PLUS LLC · 5 years registered
Brand Profile
Not yet started
01

Career History

COMPLETE ADVISORS
Mar 2021 – present
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 62
Series 63
Registration record
First registered · March 26, 2021
Years registered · 5
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
COMPLETE ADVISORS PLUS LLC
CRD 307127 · SEC 801-118206
AUM
$75M
Regulatory assets under management
Employees
5
26 client accounts
Services offered by COMPLETE ADVISORS PLUS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at COMPLETE ADVISORS PLUS LLC →
Introduction

Speak with Evan

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Evan is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in VALLEY STREAM?

Browse all registered financial advisors in VALLEY STREAM, New York or claim this profile if it's yours.

Browse VALLEY STREAM AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Evan Marc Levine offer?
Evan Marc Levine specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in VALLEY STREAM, New York for a consultation.
What are Evan Marc Levine's credentials?
Evan Marc Levine is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Evan Marc Levine located?
Evan Marc Levine is based in VALLEY STREAM, New York, working with COMPLETE ADVISORS PLUS LLC. Their office serves clients in the VALLEY STREAM metropolitan area and surrounding communities.
How does Evan Marc Levine charge for services?
Evan Marc Levine's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COMPLETE ADVISORS PLUS LLC?
COMPLETE ADVISORS PLUS LLC has approximately 5 employees and manages $75M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at COMPLETE ADVISORS PLUS LLC

Nainesh A Shah
VALLEY STREAM, NY
CFA

More Advisors in VALLEY STREAM, New York

Melinda Stacy Bercy
ROUNDANGLE ADVISORS LLC·VALLEY STREAM, NY
Andrew John Killen
FOUNDATION RETIREMENT PLAN CONSULTANTS, LLC·VALLEY STREAM, NY
Tibor Klein
KLEIN FINANCIAL CORP.·VALLEY STREAM, NY

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New York
NEW YORK (4737)ROCHESTER (141)PURCHASE (87)SYRACUSE (80)ALBANY (73)BUFFALO (72)GARDEN CITY (70)MELVILLE (67)PITTSFORD (65)WHITE PLAINS (60)
City Guides
NEW YORK GuideROCHESTER GuidePURCHASE GuideSYRACUSE GuideALBANY Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Request removal of this profile