David Bernard Levinson
Investment Adviser Representative at Chicago Capital Management Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
David Bernard Levinson is an investment adviser representative with Chicago Capital Management Advisors, LLC in Newport Beach, CA, where they have been registered since 2020. They have worked in the securities industry since 1980 and have been registered with 6 firms, including Westpark Capital, Inc. and Newport Coast Asset Management. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in California and Colorado.
Registrations & licenses
- Investment adviser:
- California, Colorado
- Broker:
41 states and territories
Alabama, Alaska, Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Grant Bettingen, Inc./neport Coast Securities, Inc.Dec 2007 – no end date reportedNewport Beach, CA
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Chicago Capital Management Advisors, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Firm account minimum
- $50,000 (waivable)
- Equity/Asset Allocation $100K-$249,9992.25%
- Equity/Asset Allocation $250K-$499,9992.00%
- Equity/Asset Allocation $500K-$999,9991.75%
- Equity/Asset Allocation $1M-$2,499,9991.50%
+6 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Wealth management and individually managed portfolios
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 20
- Offices listed on AdvisorFinder:
- 5
- Main office:
- Lisle, IL
- SEC file number:
- 801-130438
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 25, 2026
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. David Bernard Levinson has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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