Daniel Lebovitch

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 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

• 03/2020 → 11/2020
  Unemployed
  Ny, NY
• 07/2019 → 03/2020
  Craftable
  Menlo Park, CA
• 05/2017 → 07/2019
  La Pecora Bianca
  Ny, NY
• 11/2015 → 05/2017
  Quality Branded
  New York, NY
• 12/2020 → 03/2021
  Northwestern Mutual Investment Services Llc
  New York, NY
• 03/2021 → 12/2021
  Citigroup
  New York, NY
• 12/2021 → Present
  Raymond James & Associates, Inc.
  New York, NY

Previous Registrations

• 2021-03-08 → 2021-12-03
  Citigroup Global Markets Inc.
  New York, NY
  New York, NY
  Jacksonville, FL
• 2021-01-12 → 2021-03-09
  Northwestern Mutual Investment Services, Llc
  New York, NY

Other Businesses

(1)Name of Business: MRL Anthropic Address: 355 South End Avenue, 30F, New York, NY, 10280, United States Activity Type: Business Owner Position/Title: Partner Investment Related: Yes Start Date: 10/27/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: none (2)Name of Business: Priority One Jet Address: 355 South End Avenue, 33E, New York, NY, 10280, United States Activity Type: Part-Time Activity/Employment Position/Title: Other Investment Related: No Start Date: 09/01/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Commission / 1099

Exams

• S66 Uniform Combined State Law Examination
  2020-09-01

Other Names

• Daniel Lebovitch