Lewis Todd Levine

CRD 1275367 · Morgan Stanley · South Orange, NJ

IA RegisteredBroker

Also appears in the source record as: L Todd Levine; Todd Levine

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (3): Series 63SIESeries 7
Registered states (22): Arizona · California · Colorado · Connecticut · Delaware · Florida · Georgia · Illinois · Kansas · Maine · Maryland · Minnesota · Montana · New Jersey · New York · North Carolina · Pennsylvania · Rhode Island · South Carolina · Texas · Vermont · Virginia
Years in the industry (source record): 42
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 1275367 contains one or more disclosure events as of Aug 20, 2026.

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Current firm

From the firm record

Firm: Morgan Stanley
Firm CRD: 149777
SEC number: 801-70103
Assets under management: $2.0T as of Jun 30, 2026
Website: www.morganstanley.com ↗
Phone: 914-225-5510
Firm location: Purchase, NY, 10577-2530

Employment history (15)

From the source registration record · current first

Morgan StanleyCurrent
South Orange, NJ · IA capacity

Feb 21, 2017 → present
Merrill Lynch, Pierce, Fenner & Smith Incorporated
BD capacity

Jun 19, 2009 → Feb 21, 2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated
IA capacity

Jun 19, 2009 → Feb 21, 2017
Morgan Stanley Smith Barney
BD capacity

Jun 1, 2009 → Jun 22, 2009
Morgan Stanley Smith Barney LLC
IA capacity

Jun 1, 2009 → Jun 22, 2009
Morgan Stanley & Co. Incorporated
BD capacity

Apr 2, 2007 → Jun 1, 2009
Morgan Stanley & Co. Incorporated
IA capacity

Apr 2, 2007 → Jun 1, 2009
Morgan Stanley Dw Inc.
BD capacity

Jun 3, 2005 → Apr 2, 2007
Morgan Stanley
IA capacity

Jun 3, 2005 → Apr 2, 2007
Citigroup Global Markets Inc.
IA capacity

Oct 18, 2002 → Jun 20, 2005
Citigroup Global Markets Inc.
BD capacity

Apr 29, 1994 → Jun 20, 2005
Ryan, Beck & Co.
BD capacity

Aug 31, 1989 → May 26, 1994
Pnc Securities Corp
BD capacity

Jan 16, 1989 → Feb 14, 1989
The Stuart-James Company, Inc.
BD capacity

Feb 13, 1987 → May 27, 1987
J. B. Hanauer & Co.
BD capacity

Jul 26, 1984 → Feb 3, 1986

Source & corrections

Where this page comes from

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