David Edward Levee

Employer firm

Eagle Strategies LLC CRD 110826

$32.0B regulatory AUM 6,662 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• 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

• 11/1967 → Present
  New York Life Insurance Company
  Evanston, IL
• 11/1981 → Present
  Nylife Securities Llc
  Deerfield, IL
• 01/1990 → 07/2022
  Levee Financial Group
  Deerfield, IL
• 04/2003 → Present
  Eagle Strategies Llc
  Deerfield, IL
• 02/2015 → Present
  Back9Strategies
  Deerfield, IL

Other Businesses

[Renewals from Digital Insurance, Inc.; Group life and medical insurance sales and service; 2809 Central St. Evanston, IL 60201; Start Date 10/2015; Role/Title: Insurance Broker; Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [TOUCHSTONE ESSENTIALS; PERSONAL USE ONLY TO PURCHASE VITAMINS AT A LESSER COST.; DAVIDL.MYTOUCHSTONEESSENTIALS.COM; START DATE 09/2014; ROLE/TITLE: OWNER; NOT INVESTMENT RELATED; 0 HOURS PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [Insurance brokering; Appointed with outside carriers for the purpose of brokering non-registered products ; 4509 White Cedar Ln. Delray Beach, FL 33445; Start Date 11/1967; Role/Title: Owner; Not Investment Related; 20 hours per month; 15 hours per month during securities trading hours] [INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; DBA BACK9STRATEGIES ; INVESTMENT RELATED; ASSOCIATE; ADDRESS: DEERFIELD, IL; START DATE: 02/2015] [Rocky Mountain Recovery QP LLC; Drug and alcohol rehabilitation facility; 174 Gore Creek Dr. Vail, CO 81657; Start Date 08/2017; Role/Title: Investor; Investment Related; 0 hours per month; 0 hours per month during securities trading hours; passive investor] [Sugar Vegas One, LLC; Restaurant and bar; 3663 S. Las Vegas Blvd #1240 Las Vegas, NV 89109; Start Date 05/2016; Role/Title: Investor; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours; passive investor] [Delaire Country Club finance committee; Private country club. finance committee. We make recommendations like, spend more money on food, quality, and things like the dining room needs better decorations.; 4645 White Cedar Lane, Delray Beach, FL 33445; Start Date 05/2024; Role/Title: Member; Not Investment Related; 8 hours per month; 8 hours per month during securities trading hours][The Flyover, LLC; Newsletter and website news service; 1910 Thomes Avenue, Cheyenne, Wyoming 82001; Start Date 08/2025; Role/Title: Passive Investor; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours]

Exams

• S66 Uniform Combined State Law Examination
  2003-04-11
• S63 Uniform Securities Agent State Law Examination
  1991-07-15