LEVINE, EVAN, MARC
Legal name: COMPLETEADVISORS
CRD #152419 SEC #801-81155 VALLEY STREAM, NY 516-240-6161
SEC Registered
Total AUM
$65.5M
Discretionary
$65.5M
Employees
3
Clients
11
Accounts
37
Firm Details
- Organization Type
- Sole Proprietorship
- State of Formation
- New York
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 17, 2019
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| LEVINE, EVAN, MARC | I | OWNER/PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| LEVINE, EVAN, MARC | I | OWNER/PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| LEVINE, EVAN, MARC | I | OWNER/PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| LEVINE, EVAN, MARC | I | OWNER/PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| LEVINE, EVAN, MARC | I | OWNER/PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| LEVINE, EVAN, MARC | I | OWNER/PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 17, 2019 REGISTERED
Notice Filings (1)
NY
Address
181 SOUTH FRANKLIN AVENUESUITE 303
VALLEY STREAM, NY 11581
United States
Phone: 516-240-6161