David Alan Leavitt

Employer firm

Osaic Advisory Services, LLC CRD 171070

$15.5B regulatory AUM 170 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/1994 → Present
  Friedman Leavitt & Assoc., Inc.
  Cleveland, OH
• 07/1999 → Present
  The Lincoln National Life Insurance Company
  Cleveland, OH
• 09/2005 → 06/2024
  Securities America, Inc.
  Mayfield Heights, OH
• 07/2008 → Present
  Progressive Interchange, Llc
  Pepper Pike, OH
• 02/2019 → 03/2021
  Cedar Brook Financial
  University Hts, OH
• 03/1995 → Present
  Friedman, Leavitt & Assoc Inc
  University Hts, OH
• 04/2021 → 11/2024
  Arbor Point Advisors
  Cleveland, OH
• 06/2024 → Present
  Osaic Wealth, Inc.
  Mayfield Hts, OH
• 06/2024 → Present
  Osaic Wealth, Inc.
  Mayfield Hts, OH
• 11/2024 → Present
  Osaic Advisory Services, Llc
  Atlanta, GA

Previous Registrations

• 2021-04-07 → 2024-11-08
  Arbor Point Advisors
  Mayfield Hts, OH
• 2009-05-18 → 2024-06-14
  Securities America Advisors, Inc.
  Mayfield Hts, OH
• 2019-02-26 → 2021-04-21
  Cedar Brook Group
  Cleveland, OH
  Cleveland, OH
• 2000-01-01 → 2005-10-07
  Osaic Fa, Inc.
  University Hts, OH

Other Businesses

1) ASH BROKERAGE -owner-insurance sales-11/12/99-2193 S Green Rd 44121- refer clients to licensed reps who sell insurance & share commissions 2) FRIEDMAN, LEAVITT FINANCIAL SERVICES LLC -owner-investment company holds various other oba's INVEST RELATED Yes-11/12/99-2193 S Green Rd 44121-This holds many of my other OBA's 3) THE PLUTUS FUND -owner-investment in real estate partnership-10/27/04-1660 W 2nd 44113-investment 4) VALENCIA REAL ESTATE PARTNERS LLC -partner-investing in real estate partnership INVEST RELATED Yes-3/19/00-130 Valencia Cir 44022-invest in real estate partnership 5) CONGREGATION SHAAREY TIKVAH -executive board member-nonprofit #HRS 1-1/1/96-26811 Fairmount Blvd 44122-, ex-president-ex-treasurer, help manage/run small synagogue 6) MICHAEL CHESLER TRUST Trustee of Life Insurance Trust-1/1/18-2193 S Green Rd 44121-Collect gifts, write crummy letters & pay life insurance invoices 7) ISABELLA BASILE TRUST FBO JONATHAN TOMASO CHESLER Trustee of trust INVEST RELATED Yes-8/1/19-2193 S Green Rd 44121-trustee of trust for beneficiaries benefit. Trust holds investments at SA. Income paid out quarterly & beneficiary becomes trustee of trust when 30. 8) ISABELLA BASILE TRUST FBO SASCHA CHESLER Trustee of trust INVEST RELATED Yes-8/1/19-2193 S Green Rd 44121-I'm the trust of trust for beneficiaries benefit. Trust holds investments at SA. Income paid out quarterly & beneficiary becomes trustee of trust when 30. 9) KIM ULLMAN TRUST Trustee of Life Insurance Trust-9/1/10-2193 S Green Rd 44121-Collect gifts, write crummy letters & pay insurance premiums 10) SCHINDLER FAMILY TRUST -trustee-trustee of trust-9/1/09-2193 S Green Rd 44121-Collect income & distribute to beneficiary 11) FRAN RUBENSTEIN TRUST -trustee-trustee of trust-9/1/09-2193 S Green Rd 44121-collect gifts & pay few beneficiaries expenses each year DAVID GRUEN TRUST -trustee-trustee of trust-9/1/11-2193 S Green Rd 44121-Money held for beneficiary in Huntington Bank acct & pay expenses on behalf of beneficiary couple times a year. 12) TRUSTEE OF THE GARY FREMONT TRUST Trustee INVEST RELATED Yes #HRS 1-4/30/18-2193 S Green Rd 44121-Neff Fremont passed away. In trust (his sons are trustee of), 1/3 of everything owned left to Gary Fremont (am trustee of trust). Invest acct opened at Charles Schwab to manage money received, kept same manager at Schab his father used. Also a Huntington Bank checking acct. I distribute $3,000/month to beneficiary for living expenses. Eventually trust will own real real estate. Real estate will be owned 1/3 by trust & real estate managed by Mark Fremont. Don't anticipate real estate distributed to trust for awhile. 13) FRIEDMAN, LEAVITT & ASSOC. INC. POS: partner NATURE: This was our accounting practice that was sold and the only activity is collection of our accounts receivable that were already earned and billed INVESTMENT RELATED: No # OF HRS: 5 SECURITIES TRADING HRS: 5 START DATE: 7/1/81 ADDY: 26500 Hendon Rd, Beachwood OH 44122 DESCRIPT: Winding down the old company 14) FRIEDMAN, LEAVITT REALTY LLC POS: partner NATURE: Sold building in 2024 INVESTMENT RELATED: No # OF HRS: 0 SECURITIES TRADING HRS: 0 START DATE: 4/1/09 ADDY: Cleveland OH 44122 DESCRIPT: Own rental property, Sold in 2024 15) ONPOINTE ADVISORS POS: employee NATURE: Accounting practice INVESTMENT RELATED: No # OF HRS: 160 SECURITIES TRADING HRS: 160 START DATE: 8/1/23 ADDY: Shaker Hts OH 44122 DESCRIPT: accounting and tax 16) JOSEPH & FLORENCE MANDEL JEWISH DAY SCHOOL POSITION: board member NATURE: nonprofit INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2025 ADDRESS: 26500 Shaker Blvd, Beachwood OH 44122, United States DESCRIPTION: go to meetings. I am not in charge of anything.