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Current Employers
Lewinter Wealth Advisors, Llc

Boynton Beach, FL • United States

Current Registrations

AuthorityCategoryStatusDate
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
OrganizationCityStateFromTo
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
    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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-02
  • S65 Uniform Investment Adviser Law Examination
    2025-09-02

View on SEC IAPD

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