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Lawrence Ira Reitars

Investment adviser representative at Lombard Advisers Incorporated
17 yearsExperience
1 stateRegistered in
$669.8MFirm assets
7 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management
  • Pension consulting

Experience

17 years in the industry.

  1. Lombard Advisers IncorporatedJan 2026 to now
  2. Lombard Securities IncorporatedJan 2026 to now
  3. Stifel Independent Advisors, LLCApr 2009 to Jan 2026

Exams passed

  • Series 63 · Uniform Securities Agent State Law1999
  • Series 65 · Uniform Investment Adviser Law1999

State registrations

Registered as an investment adviser representative in 1 state (PA).

Lombard Advisers Incorporated

$669.8MAssets managed
985Clients
33Advisers
7 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
3226121
Firm CRD
108231
Advisor's SEC record (opens in a new tab)
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