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Jeffrey Lew

First American Asset Advisory, LLC

Garden City, NY

CRD 2246086

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Employer firm

First American Asset Advisory, LLC CRD 282254

$192M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

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

Current Employers
First American Asset Advisory, Llc

59 Hilton Avenue, Suite 101, Garden City, NY 11530 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-08-19
NJ RA APPROVED 2019-06-27
  • NY RA
    APPROVED
    Since 2021-08-19
  • NJ RA
    APPROVED
    Since 2019-06-27

Branch Locations

59 Hilton Avenue, Suite 101, Garden City, NY 11530 • 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
Energex New York NY 01/2000 11/2018
First American Asset Advisory, Llc Garden City NY 11/2018 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-01-08
  • S65 Uniform Investment Adviser Law Examination
    2019-01-08
Other Names
  • Jeffrey Lew

View on SEC IAPD

Nearby Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ARKADIOS WEALTH ADVISORS
CETERA INVESTMENT ADVISERS LLC

Nearby Investors

TIMOTHY J TASSO
DAWN MARIE EGGERS
DAVID BRIAN CARPENTIER

Nearby Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · GARDEN CITY, NY
ARKADIOS WEALTH ADVISORS · Garden City, NY
CETERA INVESTMENT ADVISERS LLC · Garden City, NY

More in Garden City, NY

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