{
  "crd_number": 167584,
  "slug": "levine-david-alan-sarasota-fl-167584",
  "primary_business_name": "LEVINE, DAVID ALAN",
  "legal_name": "LEVINE, DAVID ALAN",
  "dbas": [],
  "city": "Sarasota",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "35840",
  "metro": {
    "cbsa_code": "35840",
    "common_name": "North Port",
    "msa_name": "North Port-Bradenton-Sarasota, FL",
    "path": "/advisors/fl/north-port"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2013-05-20",
  "years_registered": 13,
  "period": "2026-10-01",
  "filing_date": "2026-01-26",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": 1,
  "advisory_employees": 0,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [
    "other"
  ],
  "advisory_activities": [
    "other"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/167584",
  "city_as_filed": "SARASOTA",
  "url": "https://advisorcensus.com/firm/levine-david-alan-sarasota-fl-167584",
  "display_name": "Levine, David Alan",
  "summary": "Levine, David Alan is an SEC-registered investment advisory firm in Sarasota, FL, registered since 2013, with no regulatory assets under management reported in its Form ADV filing dated January 26, 2026.",
  "citation": "AdvisorCensus. Levine, David Alan (CRD 167584): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "Other"
  ],
  "advisory_activity_labels": [
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Levine, David Alan compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Levine, David Alan reports these compensation arrangements: other. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Levine, David Alan located?",
      "a": "Levine, David Alan's principal office is in Sarasota, FL, according to its Form ADV."
    },
    {
      "q": "Is Levine, David Alan registered with the SEC or a state?",
      "a": "Levine, David Alan is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 167584."
    },
    {
      "q": "How have Levine, David Alan's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Levine, David Alan: Total employees: 1 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "Does Levine, David Alan report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/167584"
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 2.0,
      "total_employees": 1,
      "filing_date": "2021-01-13"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 1,
      "filing_date": "2022-01-10"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 1,
      "filing_date": "2023-01-09"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 1,
      "filing_date": "2024-01-09"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 1,
      "filing_date": "2025-01-14"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 1,
      "filing_date": "2026-01-26"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/levine-david-alan-sarasota-fl-167584.md",
  "clients": [],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/167584",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}