Chaim Gewirtz (CRD# 7009515) is an Investment Advisor Representative working at Lakewealth Capital, LLC in Lakewood, NJ and has over 5 years of experience in the finance industry.
CRD# 2083423
Main Street Financial Solutions, LLC
CRD# 4874990
Prudential Financial Planning Services
CRD# 4125056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lakewealth Capital, LLC | Lakewood, NJ | Oct 2018 - Current | 5 |
| B & H Investing, LLC | Lakewood, NJ | Dec 2010 - Current | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2018 |
- NJ
- NY
-
Total Assets Under Management4MILLIONS
-
Total Number of Accounts62ACCOUNTS
-
Average Account Value$66,461
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
NJ, NY
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