Robert Lewit
Investment adviser representative at Stifel, Nicolaus & Company, Incorporated
11 yearsExperience
2 statesRegistered in
$197.5BFirm assets
51 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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Stifel, Nicolaus & Company, IncorporatedMar 2025 to now
- StifelJul 2024 to now
- Villanova School of BusinessJan 2024 to May 2024
- Villanova UniversityJul 2023 to May 2024
- KbwMay 2021 to Aug 2022
- Sofia RestaurantSep 2020 to Nov 2020
- Muhlenberg CollegeAug 2019 to May 2023
- Cypress TavernNov 2018 to May 2019
- Fayson Lakes AssociationMay 2017 to Aug 2020
- Kinnelon Public SchoolsSep 2013 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Stifel, Nicolaus & Company, Incorporated
$197.5BAssets managed
236,191Clients
3,341Advisers
51 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
- 7389385
- Firm CRD
- 793