Daniel Bruce Levin

Employer firm

Hightower Advisors, LLC CRD 145323

$199B regulatory AUM 500 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 06/2020 → 05/2023
  Charles Schwab & Co., Inc.
  Westlake, TX
• 10/2018 → 06/2020
  Faubourg Private Wealth
  Metairie, LA
• 08/2016 → 05/2020
  Tulane University
  New Orleans, LA
• 05/2017 → 07/2017
  Flight Wine Bar & Bistro
  Memphis, TN
• 05/2019 → 09/2019
  Carrollton Market
  New Orleans, LA
• 06/2018 → 07/2018
  88 Business Collective
  Cape Town
• 10/2021 → 05/2023
  Charles Schwab Bank, Ssb
  Westlake, TX
• 05/2023 → 07/2024
  Elm Street Technology, Llc
  Chicago, IL
• 09/2024 → 03/2026
  William Blair
  Chicago, IL
• 03/2026 → Present
  Hightower Advisors, Llc
  Chicago, IL

Previous Registrations

• 2024-10-16 → 2026-03-19
  William Blair
  Chicago, IL
  Chicago, IL
  Chicago, IL
  Chicago, IL
  Chicago, IL
• 2021-04-06 → 2023-06-07
  Charles Schwab & Co., Inc.
  Westlake, TX
  Orlando, FL

Exams

• S66 Uniform Combined State Law Examination
  2021-04-06

Other Names

• Danny Levin
• Daniel Levin