Ross Levin

from Next Capital Management LLC
SEC regulated
Regulated Investment Advisor
Ross Levin is a financial advisor based in New York, New York, with 29 years of experience. Ross currently works for Next Capital Management LLC. Ross maintains the following licenses: S66 (Uniform Combined State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Ross Levin works at Next Capital Management LLC
Next Capital Management LLC is a financial advisory firm based in New York, New York. It currently has approximately $830,657,135 of assets under management and employs about 17 people. Next Capital Management LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Uniform Investment Adviser Law Examination (S65)
Years registered
1 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
Eleven Times Square, 15th Floor, New York, New York, 10036

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