David Levinson has been an investment adviser representative at Chicago Capital Management Advisors since July 2020, and is not listed among the firm’s executive officers or direct owners.
Chicago Capital Management Advisors, LLC is a Lisle, IL firm with $135M under management, 620 clients and 19 advisers across 4 offices, as of its March 2026 filing.
David Levinson’s longest registration was 8 years at Newport Coast Asset Management (2008–2016). Before joining Chicago Capital Management Advisors in 2020, David Levinson was registered through Westpark Capital, Inc. and Newport Coast Asset Management.
- – present · 6 yearsNewport Beach, CA · Adviser representative · Firm CRD 123483
- Westpark Capital, Inc.– · 1 yearNewport Beach, CA · Adviser representative · Firm CRD 39914
- Newport Coast Asset Management– · 8 yearsIrvine, CA · Adviser representative · Firm CRD 16944
- National Asset Management, Inc.– · under a yearNewport Beach, CA · Adviser representative · Firm CRD 115927
- Wedbush Morgan Securities Inc.– · under a yearPasadena, CA · Adviser representative · Firm CRD 877
- Brookstreet Capital Management– · 1 yearNewport Beach, CA · Adviser representative · Firm CRD 14667
Investment adviser representative registrations
David Levinson is registered as an investment adviser representative in 2 states. The first approvals date from July 2020; the most recent is Colorado, in November 2020.
- CaliforniaSince 23 July 2020
- ColoradoSince 18 November 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 3 June 2006 |
| Series 24 | General Securities Principal Examination | 16 October 2004 |
| Series 63 | Uniform Securities Agent State Law Examination | 4 December 1981 |
| Series 7 | General Securities Representative Examination | 15 March 1980 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- David Bernard Levinson
- CRD
- 705929
- Firm
- Chicago Capital Management Advisors · CRD 123483
- Office
- Newport Beach, CA
- Registration
- Investment adviser and broker registrations
- In the industry since
- April 1980
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does David Levinson work?
David Levinson is an investment adviser representative registered through Chicago Capital Management Advisors, LLC since July 2020, and is not listed among the firm’s executive officers or direct owners.
Is David Levinson a financial advisor?
Yes. David Levinson has a current investment-adviser registration in California and Colorado, through Chicago Capital Management Advisors since July 2020.
How many years of experience does David Levinson have?
David Levinson has 46 years in the financial industry, since April 1980, across 6 adviser firms.
What exams has David Levinson passed?
David Levinson has passed 4 licensing exams: the Series 7, Series 63, Series 24 and Series 66. The earliest, the Series 7, was passed in March 1980. FINRA credited David Levinson with the SIE, which began in October 2018.
Where did David Levinson work before Chicago Capital Management Advisors?
Before Chicago Capital Management Advisors, David Levinson was registered through Westpark Capital, Inc., March 2019 to April 2020; Newport Coast Asset Management, January 2008 to July 2016; National Asset Management, Inc., August 2007 to January 2008; Wedbush Morgan Securities Inc., June 2007 to July 2007; Brookstreet Capital Management, May 2006 to July 2007.
Where is David Levinson based?
David Levinson’s registered office is in Newport Beach, CA.
Is David Levinson registered with FINRA?
Yes. David Levinson has a current broker registration, under CRD 705929.
Source: FINRA BrokerCheck
How can I verify David Levinson’s record?
Search CRD 705929 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish David Levinson’s full registration record.