William Mitchell Lefkowitz

Employer firm

Nfsg Corporation CRD 130814

$1.08B regulatory AUM

Reported services (Item 5G)

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

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2026 → 07/2026
  Aegis Capital Corp
  New York, NY
• 07/2022 → 06/2026
  B. Riley Wealth Management
  Livingston, NJ
• 11/2012 → 07/2022
  National Securities Corp.
  New York, NY
• 07/2026 → Present
  Nfsg Corporation
  Boca Raton, FL

Previous Registrations

• 2026-02-24 → 2026-06-08
  B. Riley Wealth Advisors, Inc.
  Livingston, NJ

Other Businesses

1. RM2L, LLC; INVESTMENT RELATED; LIVINGSTON, NJ 07039; DBA; NAME FOR FINANCIAL SECURITIES BUSINESS: START DATE - 2006; 40 HOURS / WEEK DEVOTED DURING SECURITIES TRADING HOURS.

Exams

• S66 Uniform Combined State Law Examination
  2025-11-10
• S63 Uniform Securities Agent State Law Examination
  1985-09-06

Other Names

• Bill Lefkowitz