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David Bernard Levinson

Chicago Capital Management Advisors, LLC
45 Years of Experience
BrokerSells Insurance
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementTax PlanningEstate PlanningInsurance PlanningHigh Net Worth
Chicago Capital Management Advisors, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
17 advisors
Number of Clients
560 clients
Average Client Portfolio
$218K average
Assets Under Management
$122.3M

Fee Structure

Minimum Investment:$50K

Location

Newport Beach, CA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

David sells fixed annuities and life insurance and may receive a finder's fee for introducing clients to real estate brokers. These activities take minimal time.

Employment History
Current Registrations
Chicago Capital Management Advisors, LLC
July 2020 - Present · 5 yrs 7 mos
American Trust Investment Services, INC.Broker
April 2020 - Present · 5 yrs 10 mos
American Trust Investment Services, INC.
April 2020 - Present · 5 yrs 10 mos
Previous Registrations
Westpark Capital, INC.
March 2019 - April 2020 · 1 yr 1 mo
Westpark Capital, INC.Broker
July 2016 - April 2020 · 3 yrs 9 mos
Newport Coast Asset Management
January 2008 - July 2016 · 8 yrs 6 mos
Newport Coast Securities, INC.Broker
December 2007 - July 2016 · 8 yrs 7 mos
National Asset Management, INC.
August 2007 - January 2008 · 5 mos
National Securities CorporationBroker
July 2007 - January 2008 · 6 mos
Wedbush Morgan Securities INC.Broker
June 2007 - July 2007 · 1 mo
Wedbush Morgan Securities INC.
June 2007 - July 2007 · 1 mo
Brookstreet Capital Management
May 2006 - July 2007 · 1 yr 2 mos
Brookstreet Securities CorporationBroker
October 1994 - July 2007 · 12 yrs 9 mos
Southern California Securities, INC.Broker
March 1991 - February 1995 · 3 yrs 11 mos
Royal Alliance Associates, INC.Broker
November 1989 - March 1991 · 1 yr 4 mos
Integrated Resources Equity CorporationBroker
November 1988 - November 1989 · 1 yr
Christopher Weil & Company, INCBroker
July 1988 - November 1988 · 4 mos
Morgan, Olmstead, Kennedy & Gardner IncorporatedBroker
May 1983 - July 1988 · 5 yrs 2 mos
Smith Barney, Harris Upham & CO., IncorporatedBroker
February 1983 - May 1983 · 3 mos
Municicorp of CaliforniaBroker
March 1980 - January 1983 · 2 yrs 10 mos
State Registrations41 states
AKALAZCACOCTDCFLGAHIIAIDILINKSKYLAMAMDMEMIMNMTNCNENHNJNMNVNYOHORPARISCTNTXUTVAWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.