David Lewinter (CRD# 5872749) is an Investment Advisor Representative working at Lewinter Wealth Advisors, LLC in Boynton Beach, FL and has 1 year of experience in the finance industry.
CRD# 1690782
J.p. Morgan Securities LLC
CRD# 4207020
Dakota Wealth, LLC
CRD# 1235698
World Equity Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lewinter Wealth Advisors, Llc (155921 | Wes Orange, NJ | Oct 2010 - Current | 13 |
| Self-employed | West Orange, NJ | Jul 2008 - Oct 2020 | 12 |
- FL
- NJ
- NY
- TX
-
Total Assets Under Management99MILLIONS
-
Total Number of Accounts195ACCOUNTS
-
Average Account Value$509,654
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, NJ, NY, TX
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