Benjamin Seth Lewinter

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

Authority	Category	Status	Date
NY	RA	APPROVED	2026-05-06

NY RA
APPROVED

Since 2026-05-06

Branch Locations

Boynton Beach, FL • United States

New York, NY • 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

Organization	City	State	From	To
Lewinter Wealth Advisors, Llc	New York	NY	04/2026	Present
Palantir Technologies	New York	NY	04/2026	Present
Capital One	New York	NY	02/2020	03/2026
Fiserv	Alpharetta	GA	06/2019	09/2019
Columbia Engineering	New York	NY	09/2018	12/2019
Accenture	New York	NY	09/2016	07/2018
Unemployed	New York	NY	05/2016	09/2016

04/2026 → Present

Lewinter Wealth Advisors, Llc

New York, NY
04/2026 → Present

Palantir Technologies

New York, NY
02/2020 → 03/2026

Capital One

New York, NY
06/2019 → 09/2019

Fiserv

Alpharetta, GA
09/2018 → 12/2019

Columbia Engineering

New York, NY
09/2016 → 07/2018

Accenture

New York, NY
05/2016 → 09/2016

Unemployed

New York, NY

Other Businesses

1) 98 Green Island Road, LLC; Not Investment-Related; Limited Partner; 04/2026; 0 hours per month; 0 hours per securities trading hours; Real Estate 2) MTP Portfolio 1, LLC; Not Investment-Related; Limited Partner; 01/2022; 0 hours per month; 0 hours per securities trading hours; Real Estate

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-09-02

S65 Uniform Investment Adviser Law Examination

2025-09-02

View on SEC IAPD