David J. Lewinter
Investment adviser representative at Lewinter Wealth Advisors, LLC
18 yearsExperience
4 statesRegistered in
ChFC®Designation
$162.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- Lewinter Wealth Advisors, LLCDec 2010 to now
- Self-employedJul 2008 to Oct 2020
Designations
- ChFC®
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 4 states (FL, NJ, NY, TX).
Lewinter Wealth Advisors, LLC
$162.5MAssets managed
85Clients
2Advisers
1 yearIn 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
- 5872749
- Firm CRD
- 155921