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Evan M. Levine, ChFC

Evan M. Levine, ChFC

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Other Names: Evan M Levine, Evan Marc Levine
Evan M. Levine, ChFC
President/Chief Compliance Officer

Complete Advisors

Type: Not Actively Registered

The emphasis of Evan's practice is placed on comprehensive, transparent and client-centered financial advice. With twenty-threeyears of experience, his practice focuses on helping investors and 401-k particpants plan to achieve their long-term financial life goals and objectives covering accumulation, protection and distribution ...(see more)

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Answers and Guides

Level 20 Level 20 Contributor 112 Answers and 28 Financial Guides

Top Answers

Answered Mar 29, 2012 near Port Washington, NY
16 votes
Equity-indexed Life insurance is a very complex product and not very transparent. It may or may not be smart for you to continue at this juncture; a more thorough analysis is needed. Our office has considerable experience in this niche area. Feel free ...(more)
Answered Jan 05, 2012 near Port Washington, NY
12 votes
If you are a plan sponsor, you are serving as a fiduciary - UNLESS you have contractually delegated that function to an investment manager that has acknowledged fiduciary responsibility under ERISA section 3(38). Good luck!
Answered Apr 24, 2012 near Port Washington, NY
11 votes
I have no idea and doubt anyone esle does, including economists - at least not in the short term. When it comes to complex systems like economics and politics, trying to predict the short term future is almost - if not completely - immposible. There is ...(more)
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Top Guides

Two Things Smart Employers Know About Their 401k

Published Jan 29, 2014
0 votes
For many of us, a 401k will be the cornerstone of our retirement income plan. With traditional defined benefit pension plans going the way of the pay phone and typewriter – Americans are now charged ...(more)

Three Pillars Of A Solid 401-k Plan

Published Oct 24, 2013
0 votes
The 401-k plan – for better or worse – has become the primary method for Americans to accumulate funds for later in life. And despite a few shortcomings, the fact is 401-k plans still offer ...(more)

What Every Plan Sponsor And Participant Needs To Know About 401(k) Fees

Published Sep 19, 2013
0 votes
A 65 year old couple in good health faces about 50/50 odds that one of them will still be ticking at age 95. That means they will need to plan for at least thirty (30) ...(more)
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*Answers and guides are provided without compensation.

Advisor Information

Advisor Assets Under Management

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Total Assets
Estimated Average Account Balance Per Client
*An individual AUM and number of accounts has been entered by the advisor and has not been verified.

Advisor Client Types

High Net Worth Individuals
Pension and Profit Sharing Plans

*The Client Types data displayed has been entered by the advisor and has not been verified.

Experience and Employment History

Employer Years Dates
Mml Investors Services, Inc. 23 years, 9 months Aug 1990 - Present
Massachusetts Mutual Life Insurance Comp 24 years, 11 months Jun 1989 - Present
*Experience and Employment History information reflects the past 10 years of employment as reported on the SEC ADV filing as of , and is not a complete representation of the advisor's experience and employment history. Furthermore, the advisor is required to provide this information only while registered with an investment advisor firm and the information is not updated through Form U4 after the advisor ceases to be registered. Therefore, an employment date of "Present" may not reflect the advisor's current employment status.

Licenses and Conduct

License Status
Not registered

No Disclosures Found

As of Date
*This advisor may not be SEC registered. The SEC maintains the database for state registered advisors as well as SEC registered advisors.
*A single dispute is often reported by both the SEC and FINRA and therefore will be reported as both an SEC dispute and FINRA dispute in this section.
*BrightScope is not endorsed by or affiliated with FINRA.

Advisor Exams

Exam Series Passed Date
Corporate Securities Limited Representative Examination Series 62 01/26/2004
Uniform Securities Agent State Law Examination Series 63 05/15/1991
Investment Company Products/Variable Contracts Representative Examination Series 6 10/08/1990

Firm Compensation Arrangements

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Types of Compensation Arrangements

  • Percentage of Assets
  • Hourly Charges
  • Fixed Fees