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Daniel P Levin

Raymond James & Associates, Inc.

Media, PA

Hunt Valley, MD

CRD 6749627

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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:

Current Employers
Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-10-07
TX RA APPROVED_RES 2025-03-31
NY RA APPROVED 2021-10-08
  • PA RA
    APPROVED
    Since 2025-10-07
  • TX RA
    APPROVED_RES
    Since 2025-03-31
  • NY RA
    APPROVED
    Since 2021-10-08

Branch Locations

Media, PA • United States

226 Schilling Cir Ste 270, Hunt Valley, MD 21031-8657 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 01/2017 10/2021
Handsome Dan's Llc Brooklyn NY 03/2012 01/2017
Bank Of America, N.A. New York NY 08/2017 10/2021
Raymond James & Associates, Inc. New York NY 10/2021 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-05-24
  • S66 Uniform Combined State Law Examination
    2017-05-24
Other Names
  • Daniel Levin
  • Daniel Peter Levin

View on SEC IAPD

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