Jeffrey Levitt, financial advisor Paramus NJ

Jeffrey Levitt

CRD Number: 2642393
Current Firm: Stonebridge Capital Management

Jeffrey Levitt (CRD# 2642393) is an Investment Advisor Representative working at Stonebridge Capital Management in Paramus, NJ and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Stonebridge Capital Management Paramus, NJ Jul 2011 - Current 12
Stonebridge Capital Management Iii Paramus, NJ Jul 2011 - Current 12
Cadaret, Grant & Company, Inc. Paramus, NJ Jul 1995 - Current 28
G & C Investments, LLC Teaneck, NJ Dec 2011 - Dec 2020 9
Stonebridge Capital Management Vi Paramus, NJ Jul 2011 - Dec 2020 9
Stonebridge Capital Management Ix Paramus, NJ Jul 2011 - Mar 2015 3
Stonebridge Capital Management Ii Paramus, NJ Jul 2011 - Dec 2014 3
Masterworks Fiscal Advisors Paramus, NJ Nov 2011 - Oct 2014 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1995
S66 NASAA Uniform Combined State Law Examination Jan 2003
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Jeffrey A. Levitt
Phone Number: 973-244-9696
Firm Website: http://www.sbcm.net/
Registered State(s):
  • NJ
  • TX
By the Numbers
  • Total Assets Under Management
    198
    MILLIONS
  • Total Number of Accounts
    458
    ACCOUNTS
  • Average Account Value
    $431,903
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

CA, CT, FL, NH, NJ, NY, TX

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