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David Levy, financial advisor Needham MA

David Levy

CRD Number: 2269149
Current Firm: Freeman Financial LLC

David Levy (CRD# 2269149) is an Investment Advisor Representative working at Freeman Financial LLC in Needham, MA and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
David A. Levy Cpa Pc Needham, MA Sep 1986 - Current 37
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1992
S65 NASAA Investment Advisors Law Examination Oct 2017
Contact Info for David A. Levy
20 Freeman Place, Needham, MA 02492
Phone Number: 617-752-1515
Firm Website: http://www.freemanfinancialllc.com
Registered State(s):
  • MA
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Current Firm Details
Freeman Financial LLC
Firm's CRD Number: 288904
20 Freeman Place, Needham, MA 02492
By the Numbers
  • Total Assets Under Management
    2
    MILLIONS
  • Total Number of Accounts
    8
    ACCOUNTS
  • Average Account Value
    $286,473
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

MA

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