Daniel Levinson
Financial advisor at Blue Bell Private Wealth Management, LLC · Blue Bell, PA
Last updated 2026-10-10
Claim your profileDaniel Levinson is a financial advisor at Blue Bell Private Wealth Management, LLC in Blue Bell, PA, CRD 6277806. Licenses and exams on the registration: Series 66. IAPD registration began 2015-01-02.
Registration
- CRD number
- 6277806
- Registration status
- Active
- IAPD registration
- 2015-01-02
- Industry Experience
- 11 years
- Work Experience
- 12 years
- States registered
- PA
Licenses and exams
- Series 66
Designations
- CFP®
Work history
- 2023-08 to 2024-02 · Unemployed · Wayne, PA
- 2014-06 to 2023-01 · Mor Wealth Management · Philadelphia, PA
- 2023-02 to 2023-08 · Mor Wealth Management · Philadelphia, PA
- 2024-02 to Present · Blue Bell Private Wealth Management · Blue Bell, PA
Current employment
- Blue Bell Private Wealth Management, LLC · Blue Bell, PA
Blue Bell Private Wealth Management, LLC
- Regulatory AUM
- $1,121,215,721
- Registered advisors
- 11
- Offices
- 3
- Clients per advisor
- 73.7 (Moderate)
- Average AUM per client
- $1.4M (Low)
- High-net-worth client ratio
- 25.8% (Moderate)
Blue Bell Private Wealth Management, LLC: advisors, services and reported ETF investments
About
Daniel Levinson is a CFP® financial advisor at Blue Bell Private Wealth Management, LLC in Blue Bell, PA. Reported securities licenses include Series 66. The latest record indicates 11 years of industry experience and 12 years of reported work history. Reported roles include Blue Bell Private Wealth Management, Unemployed, Mor Wealth Management.
Blue Bell Private Wealth Management, LLC's firm-level Form ADV reports 11 advisors across 3 offices; approximately 73.7 clients per advisor, average assets per client of $1,382,510, and regulatory AUM of $1.1B; client categories including Individuals (non-HNW), High net worth individuals, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients.
PortfolioFuture's firm-level 13F analysis covers $461.9M across 277 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Daniel Levinson personally.
Reported ETF positions
Blue Bell Private Wealth reports 277 ETF positions worth $461.9M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| SPY — SPDR S&P 500 ETF TRUST | $163.8M |
| SCHX — Schwab U.S. Large-Cap ETF | $22.8M |
| SCHB — Schwab U.S. Broad Market ETF | $16.2M |
| IWM — iShares Russell 2000 Index Fund | $15M |
| SPYM — State Street SPDR Portfolio S&P 500 ETF | $14M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Blue Bell Private Wealth's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | IVV — iShares Core S&P 500 ETF | $7.7M | Top 99.4% | Peer conviction 74.5% · Active return +3.01% |
| Addressable Market | VOO — Vanguard S&P 500 ETF | $7.9M | Top 99.6% | Addressable AUM $9.8T · Peer conviction 69.7% |
| Residual Alpha | OEF — iShares S&P 100 Fund | $703.9K | Top 98.9% | Residual alpha +1.31% · Residual Sharpe 0.08 |
| Diversification Benefits | VBIL — Vanguard 0-3 Month Treasury Bill ETF | $2.9M | Top 99.7% | Replicability (R²) 20.7% · Residual Sharpe 2.33 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Blue Bell Private Wealth Management, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Location
Blue Bell Executive Campus, Blue Bell, PA 19422-2322
9 advisors at this office.
Contact
The firm's filed contact details.
Official record
Are you Daniel Levinson?
Claim your profile to add your biography, services, expertise, client focus, investment approach and fees. Advisor-confirmed information is separate from public SEC records.