Daniel Levitt is a registered investment advisor, based in Pearl River, NY, with 15 years of industry experience.
Location
1 Blue Hill Plaza, 7th Floor, Suite 4373, Pearl River, NY, 10965
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Cetera Investment Services LLC
June 2019 - Present · 6 yrs 11 mos
Cetera Investment Advisers LLC
June 2019 - Present · 6 yrs 11 mos
Cetera Investment Services LLCBroker
June 2019 - Present · 6 yrs 11 mos
Previous Registrations
Foresters Advisory Services, LLC
August 2015 - June 2019 · 3 yrs 10 mos
Foresters Financial Services, INC.Broker
December 2010 - June 2019 · 8 yrs 6 mos
State Registrations12 states
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AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.