Robert Levine
Clear Point Advisors · Melville, New York
Robert Levine is a fee-only financial advisor at Clear Point Advisors in Melville, New York. Clear Point Advisors reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Clear Point Advisors |
|---|---|
| Based in | Melville, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Accepting new clients | Yes |
| Assets under management | $253.4M across 418 accounts |
| SEC registration | Investment adviser representative in NY · CRD 4497608 |
| Exams passed | Series 65 (2021) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.cptadvisors.com |
How Robert's firm compares
- Clear Point Advisors's average account is about $606,000, from its Form ADV (assets managed divided by 418 accounts).
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Questions about Robert
Is Robert Levine a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Clear Point Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Robert charge for financial advice?
Robert's firm, Clear Point Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Robert Levine based?
Robert Levine is based in Melville, New York.
Is Robert Levine registered with the SEC?
Yes. Robert Levine is registered as an investment adviser representative in NY (CRD 4497608), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Clear Point Advisors manage?
Clear Point Advisors reports $253.4M across 418 accounts in assets under management.
How do I contact Robert Levine?
Through Robert's website, www.cptadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Clear Point Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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