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Daniel Levinson

Blue Bell Private Wealth Management, LLC

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About Daniel Levinson

Daniel Levinson is a financial advisor who has been in the industry since June 2014. Daniel Levinson has been working with Blue Bell Private Wealth Management, LLC since February 2024, and previously worked at Commonwealth Financial Network. Daniel Levinson is a Certified Financial Planner™ professional and holds licenses in Pennsylvania. Daniel Levinson provides investment advice for individuals and businesses. Daniel Levinson specializes in financial planning, portfolio management for individuals, and portfolio management for businesses.

Firm Information

Daniel Levinson is currently registered with Blue Bell Private Wealth Management, LLC. Blue Bell Private Wealth Management, LLC is an investment advisor headquartered in BLUE BELL, PA. They manage approximately $670.7 million in assets for individuals, corporations, and charitable organizations. Their services include financial planning, portfolio management, and investment advisory services.
Blue Bell Private Wealth Management, LLC

BLUE BELL EXECUTIVE CAMPUS

BLUE BELL, PA 19422-2322

$670.70M

Assets Under Management

1

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Daniel Levinson’s Registration & Firm History

PA

03/01/2024 - Present

Blue Bell Private Wealth Management, LLC (BLUE BELL PA)

PA

06/09/2014 - 12/21/2022

COMMONWEALTH FINANCIAL NETWORK (PHILADELPHIA PA)

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Licenses & Designations

BOTH

Issued 12/05/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/09/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel Levinson.
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