David Jordan Levy
Investment adviser representative at Citizens Securities, Inc.
13 yearsExperience
3 statesRegistered in
$12.9BFirm assets
23 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Citizens Securities, Inc.Feb 2026 to now
- Hornor, Townsend & Kent, LLCSep 2022 to Feb 2026
- UnemployedAug 2022 to Sep 2022
- Sage, Rutty & Co., Inc.Jun 2021 to Aug 2022
- Citizens Securities Inc.Mar 2020 to Nov 2020
- Citizens BankFeb 2020 to Jun 2021
- Marks PizzeriaAug 2019 to Feb 2020
- Marks PizzeriaMay 2018 to Aug 2018
- Suny GeneseoAug 2015 to May 2019
- Marks PizzeriaNov 2013 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 3 states (FL, NY, SC).
Citizens Securities, Inc.
$12.9BAssets managed
60,545Clients
705Advisers
23 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
- 7237270
- Firm CRD
- 39550