Davis Levy
Investment Adviser Representative at CWM, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Davis Levy is an investment adviser representative with CWM, LLC in Scottsdale, AZ, where they have been registered since 2025. They have worked in the securities industry since 2020 and have been registered with 3 firms, including J.p. Morgan Securities LLC and Vanguard Marketing Corporation. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Arizona.
Office
Advisors at this office: 11
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Arizona
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.
- THE Vanguard Group, Inc.Aug 2020 – Aug 2021Scottsdale, AZ
- SafewayMay 2015 – May 2018Scottsdale, AZ
- SodexoMay 2017 – Apr 2018Flagstaff, AZ
- Albertsons CompaniesMay 2018 – Aug 2018Phoenix, AZ
- Northern Arizona UniversityAug 2018 – May 2019Flagstaff, AZ
- Sandia National LaboratoriesMay 2019 – Jul 2019Albuquerque, NM
- Northern Arizona UniversityAug 2019 – Apr 2020Flagstaff, AZ
- Northern Arizona UniversityAug 2016 – May 2020Flagstaff, AZ
- SafewayMar 2020 – Mar 2020Scottsdale, AZ
- Self employedMay 2020 – Apr 2025Cave Creek, AZ
- Jpmorgan Securities LLCAug 2021 – Apr 2025Tempe, AZ
- Jpmorgan Chase BANK NAAug 2021 – Apr 2025Tempe, AZ
- SafewayDec 2018 – Jan 2019Scottsdale, AZ
- Silverhawk Private WealthApr 2025 – May 2025Scottsdale, AZ
- Silverhawk Private WealthMay 2025 – no end date reportedScottsdale, AZ
- CWM, LLCMay 2025 – no end date reportedOmaha, NE
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About CWM, 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
- Fixed fee
- Other
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
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 639
- Offices listed on AdvisorFinder:
- 27
- Main office:
- Omaha, NE
- SEC file number:
- 801-72037
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 30, 2026
View full firm profileOther advisors at CWM, LLC
Showing 12 of 639 in the directory
Similar advisors in Scottsdale, AZ
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Davis Levy 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched