Lifemark Securities
42yrs
Top advisor by experience in Pearl River
16yrs
Daniel Levitt
Financial advisor at Cetera Investment Advisers
Daniel Levitt is a fiduciary financial advisor in Pearl River, New York, with 16 years in the industry. After four years at Foresters Advisory Services, Daniel joined Cetera Investment Advisers in 2019, a firm offering financial planning, investment management, and retirement plan consulting. Cetera Investment Advisers reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 45 advisors with offices in Pearl River, and one of 33 fiduciaries.
At a glance
Experience16 years (since 2010)
How that compares ?More experience than 52% of advisors in New York
Office1 Blue Hill Plaza, 7th Floor Suite 4373, Pearl River, NY 10965
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$306,089
Advisors at the firm10,452
States licensed ?1 state
Services through Cetera Investment Advisers
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
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.
Career
- 2019 – nowCetera Investment Advisers LLCCurrent firm
- 2015 – 2019Foresters Advisory Services, LLCPreviously
Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- 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 Daniel
How do I contact Daniel?
Call Daniel’s local office at (845) 940-2098 or the Cetera Investment Advisers main office at (310) 257-7880, and ask for Daniel Levitt.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2010, about 16 years. More experience than 52% of advisors in New York.
What licenses does Daniel hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
Cetera Investment Advisers reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Daniel 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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