David Charles Levine
Investment adviser representative at Arete Wealth Advisors, LLC
16 yearsExperience
5 statesRegistered in
$2.7BFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Arete Wealth Advisors, LLCJan 2023 to now
- Arete Wealth Management, LLCJan 2023 to now
- National Asset ManagementNov 2020 to Nov 2022
- National Securities CorporationApr 2010 to Nov 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2005
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 5 states (CA, FL, ME, NJ, PA).
Arete Wealth Advisors, LLC
$2.7BAssets managed
5,426Clients
143Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2569418
- Firm CRD
- 145488