Vetted Advisor's Table

Peter Levine, ChFC®, CFP®, CLU®
Ameriprise Financial Services, LLC

Tel: 212-967-1428
481 8th Avenue
Suite 1130
New York, NY 10001
Ameriprise Financial Services, LLC | Financial Advisor in New York ,NY

About Peter Levine

Financial Advice, Investments, and Insurance.

People come to me with complex financial issues. I help them understand their current situation. Together, we develop a plan to help achieve their financial needs and goals.

About Ameriprise Financial Services, LLC

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer" recognition in:

"Unbiased, puts my interest first"

"Explains things in understandable terms"

"Understands me and shares my values"

I'm proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Advisor is licensed/registered to do business with U.S. residents only in the states of AZ, CA, CT, DE, FL, GA, IN, IL, IA, NC, NJ, NY, NV, MA, PA, VA. Investment advisory services and products are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

An Ameriprise Financial Franchise

Ameriprise Financial can not guarantee future financial results.

Certified Financial Board of Standards, Inc. (CFP Board) owns the CFP® certification mark., the CERTIFIED PLANNERTM certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Wants & Pricing Report (April 2020, the most recent report) from the Hearts & Wallets Investor QuantitativeTM Database. In this annual syndicated survey respondents are asked to rate their financial services providers in a variety of areas on a scale of 0 (not at all satisfied) to 10 (extremely satisfied). 5,461 respondents provided 8,700 sets of ratings. The report designates Hearts & Wallets Top Performers in areas where customer ratings for one or more providers are distinctively higher than customer ratings of other providers. For each area there may be several Top Performers. The survey does not seek to designate any provider as first or the only Top Performer. This rating is not indicative of future performance and may not be representative of any one client's experience, as the rating is an average of a sample of client experiences. Ameriprise paid a fee to Hearts & Wallets to cite the results of the survey.

Third-party information and opinions, including those available through provided links, are believed to be reliable, but accuracy and completeness cannot be guaranteed by Ameriprise Financial. They are given for informational purposes only, are not intended to be used as the sole basis for investment decisions and may not meet the particular needs of an individual investor. Ameriprise Financial and its representatives do not give legal or tax advice. You should seek the advice of professionals, as appropriate, regarding the evaluation of any specific information or advice.

The Confident Retirement approach is not a guarantee of future financial results. Ameriprise Financial cannot guarantee future financial results. Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.

Ameriprise Financial Services, LLC, Member FINRA and SIPC.

See Disclosures

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General Information

Firm Start Year:   1999
Insurance License#:   CA 0I67467
Name of Broker/Dealer:   Ameriprise Financial Services, LLC
States Licensed in:   AZ, CA, CT, DE, FL, GA, IA, IL, IN, MA, NC, NJ, NV, NY, PA, VA.
Number of Years with Current Firm:   24
Work with the following types of clients:   Businesses, Individual Investors, Non-Profit Organizations
Advisory Services Provided:   Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Portfolio Management


Investment Types:   Options & Futures, Mutual Funds, Bonds, Alternative Investments, Exchange Traded Funds (ETFs), Insurance, Annuities, Stocks, Socially Responsible Investments (SRI)
Can meet clients in the following ways:   Our Office, Phone, Email, Video Conference

Qualifications & Memberships

Insurance and Annuity Licenses:   Annuity, Health, Life, Variable Annuity, Variable Life, Long Term Care, Accident
Financial Organization Memberships:   Financial Planning Association (FPA)

Compensation and Fees

Fee Structure:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   $100,000
Compensation Methods:   Based on Assets, Commissions, Flat Fee


Bachelor of Science   Purdue University

Financial Services

Tax Planning & Mitigation

I offer tax planning and tax strategies, I do not prepare tax returns or give specific tax advice. I recommend tax advisors for tax returns and specific tax advice.


WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures



Registered Representative:


Compliance Disclosures in Last 5 years:

Have a clean record

Criminal Disclosures in Last 5 years:

Have a clean record

Office Hours

Mon. 9:00 AM - 5:00 PM
Tue. 9:00 AM - 5:00 PM
Wed. 9:00 AM - 5:00 PM
Thu. 9:00 AM - 5:00 PM
Fri. 9:00 AM - 5:00 PM

Compensation Arrangements

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