Daniel Bruce Levin
Investment adviser representative at Hightower Advisors, LLC
10 yearsExperience
1 stateRegistered in
$198.6BFirm assets
18 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Hightower Advisors, LLCMar 2026 to now
- William BlairSep 2024 to Mar 2026
- Elm Street Technology, LLCMay 2023 to Jul 2024
- Charles Schwab Bank, SsbOct 2021 to May 2023
- Charles Schwab & Co., Inc.Jun 2020 to May 2023
- Carrollton MarketMay 2019 to Sep 2019
- Faubourg Private WealthOct 2018 to Jun 2020
- 88 Business CollectiveJun 2018 to Jul 2018
- Flight Wine Bar & BistroMay 2017 to Jul 2017
- Tulane UniversityAug 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (IL).
Hightower Advisors, LLC
$198.6BAssets managed
64,035Clients
1,036Advisers
18 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
- 7030261
- Firm CRD
- 145323