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William Lefkowitz

Nfsg Corporation
40 Years of Experience
Livingston, NJ
13 Disclosures
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William Lefkowitz is a registered investment advisor at Nfsg Corporation, based in Livingston, NJ, with 40 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 3,096 clients with $1.1B in assets under management.

Nfsg Corporation
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
76 advisors
Number of Clients
3,096 clients
Average Client Portfolio
$350K average
Assets Under Management
$1.1B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Minimum Annual Fee:$250
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Annual fee of up to 2% based on assets under management, with a minimum annual charge of $250.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Livingston, NJ

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History

Regulatory History (13)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
June 2026
Customer Dispute
May 2026
Pending
Customer Dispute
September 2025
Settled
Customer Dispute
January 2025
Pending
Regulatory
June 2012
Final
Customer Dispute
April 2012
Settled
Customer Dispute
January 2007
Denied
Customer Dispute
December 2005
Settled
Customer Dispute
February 2005
Pending
Customer Dispute
April 1999
Withdrawn
Employment Separation After Allegations
April 1999
Regulatory
December 1991
Final
Employment Separation After Allegations
January 1990
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Nfsg Corporation
August 2026 - Present · 2 mos
Previous Registrations
Aegis Capital CORP.Broker
June 2026 - July 2026 · 1 mo
B. Riley Wealth Advisors, INC.
February 2026 - June 2026 · 4 mos
B. Riley Wealth ManagementBroker
July 2022 - June 2026 · 3 yrs 11 mos
National Securities CorporationBroker
November 2012 - July 2022 · 9 yrs 8 mos
Vfinance Investments, INCBroker
April 2003 - December 2012 · 9 yrs 8 mos
Ehrenkrantz King Nussbaum, INC.Broker
August 2002 - May 2003 · 9 mos
Weatherly Securities CorporationBroker
May 1999 - September 2002 · 3 yrs 4 mos
Cibc Oppenheimer CORP.Broker
June 1990 - May 1999 · 8 yrs 11 mos
Shearson Lehman Hutton INC.Broker
January 1990 - June 1990 · 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 1988 - January 1990 · 1 yr 11 mos
E. F. Hutton & Company INCBroker
September 1985 - May 1988 · 2 yrs 8 mos
State Registrations1 state
NJ
Advisor

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Exams
No exam information available for this advisor.
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