Nicholas Joseph Lovitsch
Investment adviser representative at Steward Advisors, LLC
13 yearsExperience
1 stateRegistered in
$160.7MFirm assets
4 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Steward Advisors, LLCAug 2023 to now
- The Red LionDec 2019 to May 2023
- UnemployedJan 2013 to Nov 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (IL).
Steward Advisors, LLC
$160.7MAssets managed
109Clients
4Advisers
4 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
- 7796472
- Firm CRD
- 156331