DANIEL R LEVENE is an investment adviser representative (IAR) with state registration records since 2002, appearing at 10 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2022-02-18 | 2025-03-31 | — |
| BENCHMARK FINANCIAL WEALTH ADVISORS LLC | 2021-05-12 | 2021-12-04 | — |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2018-07-13 | 2021-02-03 | — |
| STRATEGIC ADVISERS LLC | 2014-08-26 | 2018-07-13 | — |
| ALLWORTH FINANCIAL, L.P. | 2014-01-13 | 2014-08-12 | — |
| PATHWAY STRATEGIC ADVISORS | 2013-03-01 | 2014-01-09 | — |
| VICTORY ADVISORS LLC | 2012-08-10 | 2012-09-20 | — |
| BROKERSXPRESS LLC | 2010-07-30 | 2012-08-24 | — |
| SALOMON GREY FINANCIAL CORPORATION | 2006-02-09 | 2006-02-17 | — |
| JHS CAPITAL ADVISORS, LLC | 2005-08-09 | 2010-04-12 | — |
| DEUTSCHE BANK SECURITIES INC. | 2002-07-19 | 2002-08-06 | — |