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David Bernard Levinson

Investment Adviser Representative at CHICAGO CAPITAL MANAGEMENT ADVISORS, LLC

Newport Beach, CACRD #705929Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
46 yrs
States Registered
41 states
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

David Bernard Levinson has worked in the securities industry since 1980. They are registered to provide investment advisory services in 41 U.S. states.

Registrations & licenses

Registration type
Dual-registered
Registered in 41 states
AlabamaAlaskaArizonaCaliforniaColoradoConnecticutDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaOhioOregonPennsylvaniaRhode IslandSouth CarolinaTennesseeTexasUtahVirginiaWashingtonWisconsin
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 6/3/2006
Series 63
Uniform Securities Agent State Law Examination
Passed 12/4/1981
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 3/15/1980
Series 24
General Securities Principal Examination
Passed 10/16/2004

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
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%
Equity/Asset Allocation $2.5M-$4,999,9991.25%
Equity/Asset Allocation $5M+1.00%
Fixed Income $100K-$249,9991.25%
Fixed Income $250K-$999,9991.00%
Fixed Income $1M-$4,999,9990.75%
Fixed Income $5M+0.50%
Account minimum: $50,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Chicago Capital Management Advisors, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

CHICAGO CAPITAL MANAGEMENT ADVISORS, LLCCurrent
7/23/2020Newport Beach, CA
AMERICAN TRUST INVESTMENT SERVICES, INC.Current
4/24/2020Newport Beach, CA
WESTPARK CAPITAL, INC.
3/27/20194/28/2020Newport Beach, CA
NEWPORT COAST ASSET MANAGEMENT
1/9/20087/20/2016Irvine, CA
NATIONAL ASSET MANAGEMENT, INC.
8/9/20071/15/2008Newport Beach, CA
WEDBUSH MORGAN SECURITIES INC.
6/27/20077/16/2007Pasadena, CA
BROOKSTREET CAPITAL MANAGEMENT
5/4/20067/12/2007Newport Beach, CA

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

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.

David Bernard Levinson - Financial Advisor in Newport Beach, CA | AdvisorFinder