# DANIEL R LEVENE

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.

## Registration history (12)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [STRATEGIC ADVISERS LLC](https://search.stillhousedata.com/firm/104555) | 2025-03-31 | present | Yes |
| [FIDELITY PERSONAL AND WORKPLACE ADVISORS](https://search.stillhousedata.com/firm/288590) | 2022-02-18 | 2025-03-31 | — |
| [BENCHMARK FINANCIAL WEALTH ADVISORS LLC](https://search.stillhousedata.com/firm/287966) | 2021-05-12 | 2021-12-04 | — |
| [FIDELITY PERSONAL AND WORKPLACE ADVISORS](https://search.stillhousedata.com/firm/288590) | 2018-07-13 | 2021-02-03 | — |
| [STRATEGIC ADVISERS LLC](https://search.stillhousedata.com/firm/104555) | 2014-08-26 | 2018-07-13 | — |
| [ALLWORTH FINANCIAL, L.P.](https://search.stillhousedata.com/firm/111167) | 2014-01-13 | 2014-08-12 | — |
| [PATHWAY STRATEGIC ADVISORS](https://search.stillhousedata.com/firm/158395) | 2013-03-01 | 2014-01-09 | — |
| [VICTORY ADVISORS LLC](https://search.stillhousedata.com/firm/164837) | 2012-08-10 | 2012-09-20 | — |
| [BROKERSXPRESS LLC](https://search.stillhousedata.com/firm/127081) | 2010-07-30 | 2012-08-24 | — |
| [SALOMON GREY FINANCIAL CORPORATION](https://search.stillhousedata.com/firm/43413) | 2006-02-09 | 2006-02-17 | — |
| [JHS CAPITAL ADVISORS, LLC](https://search.stillhousedata.com/firm/112097) | 2005-08-09 | 2010-04-12 | — |
| [DEUTSCHE BANK SECURITIES INC.](https://search.stillhousedata.com/firm/2525) | 2002-07-19 | 2002-08-06 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/1134801)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/1134801.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.