Best Investors Account Sign in

Robert Lewit

Stifel, Nicolaus & Company, Incorporated

New York, NY

CRD 7389385

Claim This Profile
Employer firm

Stifel, Nicolaus & Company, Incorporated CRD 793

$198B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Stifel, Nicolaus & Company, Incorporated

501 N Broadway, St Louis, MO 63102 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-11-10
NY RA APPROVED 2025-03-10
  • TX RA
    APPROVED
    Since 2025-11-10
  • NY RA
    APPROVED
    Since 2025-03-10

Branch Locations

1095 Avenue Of The Americas 3Rd & 4Th Floors, New York, NY 10036 • 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
Fayson Lakes Association Kinnelon NJ 05/2017 08/2020
Cypress Tavern Kinnelon NJ 11/2018 05/2019
Sofia Restaurant Margate NJ 09/2020 11/2020
Kbw Florham Park NJ 05/2021 08/2022
Villanova School Of Business Villanova PA 01/2024 05/2024
Muhlenberg College Allentown PA 08/2019 05/2023
Villanova University Villanovs PA 07/2023 05/2024
Kinnelon Public Schools Kinnelon NJ 09/2013 06/2019
Stifel New York NY 07/2024 Present
  • 05/2017 → 08/2020
    Fayson Lakes Association
    Kinnelon, NJ
  • 11/2018 → 05/2019
    Cypress Tavern
    Kinnelon, NJ
  • 09/2020 → 11/2020
    Sofia Restaurant
    Margate, NJ
  • 05/2021 → 08/2022
    Kbw
    Florham Park, NJ
  • 01/2024 → 05/2024
    Villanova School Of Business
    Villanova, PA
  • 08/2019 → 05/2023
    Muhlenberg College
    Allentown, PA
  • 07/2023 → 05/2024
    Villanova University
    Villanovs, PA
  • 09/2013 → 06/2019
    Kinnelon Public Schools
    Kinnelon, NJ
  • 07/2024 → Present
    Stifel
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-07
  • S66 Uniform Combined State Law Examination
    2025-03-07
Other Names
  • Robert Howard Lewit

View on SEC IAPD

Nearby Firms

ISLET MANAGEMENT, LP
P2 CAPITAL PARTNERS, LLC
KINYAN CAPITAL MANAGEMENT LLC

Nearby Investors

STEVEN MARC MUEHLGAY
STEPHANIE LYNN FAGENSON
Ross Gladstone

Nearby Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY

More in New York, NY

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor