Steven Jay Lerit
Investment adviser representative at Washington Crossing Advisors LLC
14 yearsExperience
1 stateRegistered in
CFADesignation
$2BFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
14 years in the industry.
- Washington Crossing Advisors, LLCApr 2019 to now
- Stifel NicolausApr 2019 to now
- UnemployedAug 2018 to Mar 2019
- UBS Financial Services IncJun 2012 to Aug 2018
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Washington Crossing Advisors LLC
$2BAssets managed
3,257Clients
4Advisers
9 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
- 6066704
- Firm CRD
- 281511