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Lewis Jay Altfest

Altfest Personal Wealth Management

New York, NY

CRD 4029

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Employer firm

Altfest Personal Wealth Management CRD 110130

$1.80B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Periodicals / newsletters

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

Current Employers
Altfest Personal Wealth Management

445 Park Avenue 6Th Floor, New York, NY 10022 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-08-09
  • NY RA
    APPROVED
    Since 2021-08-09

Branch Locations

445 Park Avenue 6Th Floor, New York, NY 10022 • 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
Altfest Personal Wealth Management New York NY 05/2009 Present
Pace University New York NY 09/1984 08/2020
Previous Registrations
Designations
  • Certified Financial Planner
  • Personal Financial Specialist
  • Chartered Financial Analyst

View on SEC IAPD

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