Steven Jay Lerit

Employer firm

Washington Crossing Advisors LLC CRD 281511

$2.03B regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• PORTFOLIO CONSULTANT TO A UNIT INVESTMENT TRUST SPONSORED BY AN UNAFFILIATED THIRD-PARTY

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2012 → 08/2018
  Ubs Financial Services Inc
  Weehawken, NJ
• 04/2019 → Present
  Stifel Nicolaus
  Florham Park, NJ
• 08/2018 → 03/2019
  Unemployed
  Morristown, NJ
• 04/2019 → Present
  Washington Crossing Advisors, Llc
  Florham Park, NJ

Previous Registrations

• 2012-08-09 → 2018-08-17
  Ubs Financial Services Inc.
  Weehawken, NJ
  Weehawken, NJ

Other Businesses

1. The Spaulding Group;33 Clyde Road Somerset,NJ 08873; investment performance consulting; Journal advisory board member;review articles for publication;9/2/96;3 hrs/qtr;not during securities trading hours; investment related. 2. Chartered Financial Analyst NY;45th st NY NY 10036;professional society for securities analysts and portfolio managers;member of risk and performance group;discuss analytical issues pertaining to investments and put on educational seminars;11/1/18;2 hr/qtr;not during securities trading hours;investment related.

Exams

• S63 Uniform Securities Agent State Law Examination
  2013-01-31

Designations

• Chartered Financial Analyst

Other Names

• Steven J Lerit