Stratos Wealth Partners
47yrs
Top advisor by experience in Arizona
6yrs
Davis Levy
Financial advisor at CWM
Davis Levy has worked in the financial industry for 6 years and is a fiduciary financial advisor based in Scottsdale, Arizona. Davis joined CWM in 2025, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 3468 advisors with offices in Scottsdale, and one of 3171 fiduciaries.
At a glance
Experience6 years (since 2020)
How that compares ?6 years in the industry
Office21090 N Pima Road, Scottsdale, AZ 85255
FirmCWM
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$875,860
Advisors at the firm620
States licensed ?1 state
Services through CWM
Financial planningInvestment management for individuals and small businessesChoosing other investment managersOther 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.
Career
- Jun 2025 – nowCWM, LLCCurrent firm
Contact Davis
(402) 330-0808Firm headquarters in Omaha, NE. Ask for Davis. 21090 N Pima RoadScottsdale, AZ 85255Office · Get directions
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Questions to ask Davis
Tailored to Davis’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 Davis
How do I contact Davis?
Call CWM at (402) 330-0808 and ask for Davis Levy. Davis works from the Scottsdale, AZ office.
How long has Davis been a financial advisor?
Davis has been in the industry since 2020, about 6 years. 6 years in the industry.
What licenses does Davis hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Davis a fiduciary?
Davis is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Davis paid?
CWM reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Davis 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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