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David J. Lewinter

Lewinter Wealth Advisors, LLC

Boynton Beach, FL

CRD 5872749

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Employer firm

Lewinter Wealth Advisors, LLC CRD 155921

$163M regulatory AUM 5 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Lewinter Wealth Advisors, Llc

Boynton Beach, FL • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-03-01
NY RA APPROVED 2022-03-03
FL RA APPROVED 2017-05-11
NJ RA APPROVED 2010-12-20
  • TX RA
    APPROVED_RES
    Since 2023-03-01
  • NY RA
    APPROVED
    Since 2022-03-03
  • FL RA
    APPROVED
    Since 2017-05-11
  • NJ RA
    APPROVED
    Since 2010-12-20

Branch Locations

Boynton Beach, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lewinter Wealth Advisors, Llc (155921 Wes Orange NJ 10/2010 Present
Self-Employed West Orange NJ 07/2008 10/2020
  • 10/2010 → Present
    Lewinter Wealth Advisors, Llc (155921
    Wes Orange, NJ
  • 07/2008 → 10/2020
    Self-Employed
    West Orange, NJ
Designations
  • Chartered Financial Consultant
Other Names
  • David J Lewinter

View on SEC IAPD

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