Morgan Stanley
46yrs
Top advisor by experience in Melville
11yrs
Marc Levin
Financial advisor at Oppenheimer & Co.
Based in Melville, New York, Marc Levin is a fiduciary financial advisor with 11 years of industry experience. Marc joined Oppenheimer & Co. in 2017, after two years at Morgan Stanley. Oppenheimer & Co. offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 1293 advisors with offices in Melville, and one of 1085 fiduciaries.
At a glance
Experience11 years (since 2015)
How that compares ?11 years in the industry
Office401 Broadhollow Rd Suite 401, Melville, NY 11747
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$609,565
Advisors at the firm1,160
States licensed ?2 states
Services through Oppenheimer & Co.
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
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.
Series 66Uniform Combined State Law Examination
Career
- 2017 – nowOppenheimer & Co. Inc.Current firm
- 2015 – 2017Morgan StanleyPreviously
Contact Marc
Local office(516) 391-4800Ask for Marc. (212) 668-8000Main office · New York, NY 401 Broadhollow Rd Suite 401Melville, NY 11747Office · Get directions Firm websiteHTTP://WWW.OPPENHEIMER.COM
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Questions to ask Marc
Tailored to Marc’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- 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
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About Marc
How do I contact Marc?
Call Marc’s local office at (516) 391-4800 or the Oppenheimer & Co. main office at (212) 668-8000, and ask for Marc Levin.
How long has Marc been a financial advisor?
Marc has been in the industry since 2015, about 11 years. 11 years in the industry.
What licenses does Marc hold?
Series 66. Tap any license on this page to see what it allows.
Is Marc a fiduciary?
Marc is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Marc paid?
Oppenheimer & Co. reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Marc for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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