Brett Andrew Lewkowitz

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2021-04-19
TX	RA	APPROVED	2018-06-19
CT	RA	APPROVED	2018-03-02

Branch Locations

3400 Pawtucket Ave Ci Relationship Management, Riverside, RI 02915 • United States

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	New York	NY	11/2017	Present
Third Bridge	New York	NY	06/2015	05/2017
Unemployed	New York	NY	06/2017	11/2017
Bank Of America, N.A.	New York	NY	02/2018	Present

11/2017 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY
06/2015 → 05/2017

Third Bridge

New York, NY
06/2017 → 11/2017

Unemployed

New York, NY
02/2018 → Present

Bank Of America, N.A.

New York, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-03-01

Nearby Firms