Arthur M. Cohen & Associates
47yrs
Top advisor by experience in Northbrook
14yrs
Blake A Levit
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith
At a glance
Experience14 years (since 2012)
How that compares ?More experience than 53% of advisors at Merrill Lynch, Pierce, Fenner & Smith
Office1033 Skokie Blvd, Northbrook, IL 60062
How the firm is paid ?Percent of assets, Flat fee, Commissions
States licensed ?1 state
Services through Merrill Lynch, Pierce, Fenner & Smith
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Investment Adviser Law Examination
Uniform Combined State Law Examination
Career
- Aug 2025 – nowMerrill Lynch, Pierce, Fenner & Smith IncorporatedCurrent firm
- Nov 2019 – Apr 2020Saxony Capital Management, LLCPreviously
- 2016 – 2019Invesco Advisers, Inc.Previously
- 2012 – 2016Ameriprise Financial Services, LLCPreviously
Questions to ask Blake
Tailored to Blake’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Blake
How do I contact Blake?
Call Merrill Lynch, Pierce, Fenner & Smith at 800-637-7455 and ask for Blake A Levit. Blake works from the Northbrook, IL office.
How long has Blake been a financial advisor?
Blake has been in the industry since 2012, about 14 years. More experience than 53% of advisors at Merrill Lynch, Pierce, Fenner & Smith.
What licenses does Blake hold?
Series 65, Series 66. Tap any license on this page to see what it allows.
Is Blake a fiduciary?
Blake is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Blake paid?
Merrill Lynch, Pierce, Fenner & Smith reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Blake for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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