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Michael Steven Levin

Investment Adviser Representative at GALLAGHER FIDUCIARY ADVISORS, LLC

East Hartford, CTCRD #2347881Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
30 yrs
States Registered
13 states
Exams Passed
4

Registrations & licenses

Registration type
Dual-registered
Registered in 13 states
AlabamaConnecticutIllinoisLouisianaMaineMarylandMassachusettsMichiganRhode IslandSouth CarolinaVermontVirginiaWisconsin
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 7/25/2017
Series 63
Uniform Securities Agent State Law Examination
Passed 12/20/1993
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 8/19/1993

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.02
Source

Gallagher Fiduciary Advisors, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

GALLAGHER FIDUCIARY ADVISORS, LLCCurrent
4/15/2022East Hartford, CT
KESTRA ADVISORY SERVICES, LLC
7/26/20173/31/2022Windsor, CT

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Michael Steven Levin has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Michael Steven Levin - Financial Advisor in East Hartford, CT | AdvisorFinder