Robert Levine
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Robert Levine Email & Phone Number

Financial Advisor at Cadaret Grant at Cadaret Grant
Location: Pittsford, New York, United States 2 work roles 2 schools
2 phones found area 585 LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 2 phones

Direct phone (585) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Cadaret Grant
Role
Financial Advisor at Cadaret Grant
Location
Pittsford, New York, United States
Company size
155 employees

Who is Robert Levine? Overview

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Quick answer

Robert Levine is listed as Financial Advisor at Cadaret Grant at Cadaret Grant, a with 155 employees, based in Pittsford, New York, United States. AeroLeads shows phone signal with area code 585 and a matched LinkedIn profile for Robert Levine.

Robert Levine previously worked as Financial Advisor at Cadaret Grant and Financial Advisor at Brighton Securities. Robert Levine holds Ba Cum Laude With Honors In History, History, Literature And Political Science from Union College.

Company email context

Email format at Cadaret Grant

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Cadaret Grant

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Profile bio

About Robert Levine

I have been a Financial Adviser for over 20 years providing personal service coordinating individual long term financial planning needs and managing retirement plans for small businesses. As an independent adviser I am able to utilize a multitude of options in helping create wealth management plans tailored to an individuals needs.

Listed skills include Investments, Retirement Planning, Wealth Management, Financial Planning, and 56 others.

Current workplace

Robert Levine's current company

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Cadaret Grant
Cadaret Grant
Financial Advisor at Cadaret Grant
syracuse, new york, united states
Website
cadaretgrant.com
Employees
155
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Company profile
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2 roles

Robert Levine work experience

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Financial Advisor

Current
Cadaret Grant

Securities and Advisory Services offered through Cadaret, Grant & Co., Inc., an SEC Registered Investment Advisor and member FINRA (www.finra.org) /SIPC (www.sipc.org). Additional Advisory Services offered through Post Resch Tallon Group, Inc. an SEC Registered Investment Advisor. Post Resch Tallon Group, Inc., and Cadaret, Grant & Co. are separate entities. Financial professionals associated with this site are registered to conduct securities business and licensed to conduct insurance business in certain states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

May 2009 - Present
Team & coworkers

Colleagues at Cadaret Grant

Other employees you can reach at cadaretgrant.com. View company contacts for 155 employees →

TZ Tommy Zitzmann Tommy Zitzmann Colleague at Cadaret GrantMandeville, Louisiana, United States View → SD Sherrie Destevens, Shrm-Cp Sherrie Destevens, Shrm-Cp Colleague at Cadaret GrantGreater Syracuse-Auburn Area, United States View → BS Bonita Sherlock Bonita Sherlock Colleague at Cadaret GrantEast Syracuse, New York, United States View → KF Kimberly Fritcher Kimberly Fritcher Colleague at Cadaret GrantGreater Syracuse-Auburn Area, United States View → EM Ed Mcgrath Ed Mcgrath Colleague at Cadaret GrantOrchard Park, New York, United States View → MT Mike Triebwasser Mike Triebwasser Colleague at Cadaret GrantBohemia, New York, United States View → EH Eya Harry Eya Harry Colleague at Cadaret GrantJackson, North Carolina, United States View → JS Joseph Sovocool Joseph Sovocool Colleague at Cadaret GrantSyracuse, New York, United States View → MM Mike Milazzo Mike Milazzo Colleague at Cadaret GrantSmithtown, New York, United States View → JR Jackie Rivera Jackie Rivera Colleague at Cadaret GrantSyracuse, New York, United States View →
2 education records

Robert Levine education

Ba Cum Laude With Honors In History, History, Literature And Political Science

Union College

Aos, Culinary Arts/Chef Training

Culinary Institute Of America

Activities and Societies: Apprentice US Culinary Team - Singapore 1986 - Gold Medal Team at Food and Hotel Asia '86My early career.

FAQ

Frequently asked questions about Robert Levine

Quick answers generated from the profile data available on this page.

What company does Robert Levine work for?

Robert Levine works for Cadaret Grant.

What is Robert Levine's role at Cadaret Grant?

Robert Levine is listed as Financial Advisor at Cadaret Grant at Cadaret Grant.

What is Robert Levine's phone number?

AeroLeads has found 2 phone signal(s) with area code 585 for Robert Levine at Cadaret Grant.

Where is Robert Levine based?

Robert Levine is based in Pittsford, New York, United States while working with Cadaret Grant.

What companies has Robert Levine worked for?

Robert Levine has worked for Cadaret Grant and Brighton Securities.

Who are Robert Levine's colleagues at Cadaret Grant?

Robert Levine's colleagues at Cadaret Grant include Tommy Zitzmann, Sherrie Destevens, Shrm-Cp, Bonita Sherlock, Kimberly Fritcher, and Ed Mcgrath.

How can I contact Robert Levine?

You can use AeroLeads to view verified contact signals for Robert Levine at Cadaret Grant, including work email, phone, and LinkedIn data when available.

What schools did Robert Levine attend?

Robert Levine holds Ba Cum Laude With Honors In History, History, Literature And Political Science from Union College.

What skills is Robert Levine known for?

Robert Levine is listed with skills including Investments, Retirement Planning, Wealth Management, Financial Planning, Securities, Series 7, Asset Allocation, and Mutual Funds.

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