Morgan Stanley
47yrs
Top advisor by experience in Garden City
27yrs
David Levine
Full name on record: David Marshall Levine
Financial advisor at Ameriprise Financial Services
David Levine has worked in the financial industry for 27 years and is a financial advisor based in Garden City, New York. David joined Ameriprise Financial Services in 2006, a firm offering financial planning, investment management, and retirement plan consulting. Ameriprise Financial Services reports being paid through a percentage of assets, hourly fees, and flat fees.
At a glance
Experience27 years (since 1999)
How that compares ?Top 22% by experience nationwide
Office377 Oak St Suite 103, Garden City, NY 11530
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$471,167
Advisors at the firm12,970
States licensed ?2 states
Services through Ameriprise Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2006 – nowAmeriprise Financial Services, LLCCurrent firm
Contact David
Local office(516) 299-6362Ask for David. (612) 671-3131Main office · Minneapolis, MN 377 Oak St Suite 103Garden City, NY 11530Office · Get directions LinkedIn pageAmeriprise Financial Services
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Questions to ask David
Tailored to David’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About David
How do I contact David?
Call David’s local office at (516) 299-6362 or the Ameriprise Financial Services main office at (612) 671-3131, and ask for David Levine.
How long has David been a financial advisor?
David has been in the industry since 1999, about 27 years. Top 22% by experience nationwide.
What licenses does David hold?
Series 63. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is David paid?
Ameriprise Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask David for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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