Robert Lewit
Robert Lewit is a CFP-designated registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Morristown, NJ, with 38 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 222,322 clients with $170B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients in the Vision Program pay an annual fee of up to 1.2% of the value of their account. This fee covers account reporting, investment advisory services, compensation to the Financial Advisor, and Pontera. The fee is negotiable. This fee does not include embedded fees and expenses associated with the investment options within the plan.
Location
305 Madison Avenue, Morristown, NJ, 07960
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2002Other Business Activities
Robert is involved with the Knights of Columbus in Kinnelon, NJ, a religious charity. He receives no compensation for this activity.
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Previous Registrations
Ryan Beck & CO.
Ryan Beck & CO.Broker
Hibbard Brown & CO., INC.Broker
Sherwood Capital, INC.Broker
State Registrations32 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.