Daniel R Levene

Current Employers

Employment History

• 08/2014 → 07/2018
  Fidelity Brokerage Services Llc
  Hilton Head, SC
• 07/2018 → 02/2021
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 05/2021 → 12/2021
  Benchmark Financial Wealth Advisors Llc
  Boca Raton, FL
• 12/2021 → Present
  Fidelity Investments
  Boca Raton, FL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-02-18 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Jacksonville, FL
  Boca Raton, FL
  Boca Raton, FL
• 2021-05-12 → 2021-12-04
  Benchmark Financial Wealth Advisors Llc
  Boca Raton, FL
• 2018-07-13 → 2021-02-03
  Fidelity Personal And Workplace Advisors
  Boston, MA
  Boca Raton, FL
• 2014-08-26 → 2018-07-13
  Strategic Advisers Llc
  Hilton Head Island, SC
  Mission Viejo, CA
• 2014-01-13 → 2014-08-12
  Allworth Financial, L.P.
  Folsom, CA
• 2013-03-01 → 2014-01-09
  Pathway Strategic Advisors
  Folsom, CA
• 2012-08-10 → 2012-09-20
  Victory Advisors Llc
  Boca Raton, FL
• 2010-07-30 → 2012-08-24
  Brokersxpress Llc
  Boca Raton, FL
  Chicago, IL
  Boca Raton, FL
  Boca Raton, FL
• 2005-08-09 → 2010-04-12
  Jhs Capital Advisors, Llc
  Tampa, FL
• 2006-02-09 → 2006-02-17
  Salomon Grey Financial Corporation
  Boca Raton, FL
  Dallas, TX
  Dallas, TX
• 2002-07-19 → 2002-08-06
  Deutsche Bank Securities Inc.
  New York, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-08-03
• S63 Uniform Securities Agent State Law Examination
  1992-04-21

Other Names

• Daniel Roth Levene