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Daniel Levinson

Blue Bell Private Wealth Management, LLC

Blue Bell, PA

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Current Employers
Blue Bell Private Wealth Management, Llc

Blue Bell Executive Campus 470 Norristown Road, Suite 305, Blue Bell, PA 19422-2322 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-03-01
  • PA RA
    APPROVED
    Since 2024-03-01

Branch Locations

Blue Bell Executive Campus 470 Norristown Road, Suite 305, Blue Bell, PA 19422-2322 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Unemployed Wayne PA 08/2023 02/2024
Mor Wealth Management Philadelphia PA 06/2014 01/2023
Mor Wealth Management Philadelphia PA 02/2023 08/2023
Blue Bell Private Wealth Management Blue Bell PA 02/2024 Present
  • 08/2023 → 02/2024
    Unemployed
    Wayne, PA
  • 06/2014 → 01/2023
    Mor Wealth Management
    Philadelphia, PA
  • 02/2023 → 08/2023
    Mor Wealth Management
    Philadelphia, PA
  • 02/2024 → Present
    Blue Bell Private Wealth Management
    Blue Bell, PA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-12-05
  • S66 Uniform Combined State Law Examination
    2014-12-05
Designations

View on SEC IAPD

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Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BLUE BELL, PA
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC · BLUE BELL, PA
ROBERT W. BAIRD & CO. INCORPORATED · SENTRY PARK, PA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · Blue Bell, PA
CETERA INVESTMENT ADVISERS LLC · BLUE BELL, PA
MUTUAL OF OMAHA INVESTOR SERVICES, INC. · BLUE BELL, PA
NORTHSTAR ASSET MANAGEMENT COMPANY, LLC · BLUE BELL, PA
COOMBS WEALTH ADVISORY, LLC · BLUE BELL, PA

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