Moshe Lewis
Moshe Lewis is a registered investment advisor at Osaic Wealth, INC., based in Cresskill, NJ, with 24 years of industry experience. Moshe operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
300 Knickerbocker Rd, Suite 2600, Cresskill, NJ, 07626
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Moshe is a financial advisor at Northeast Wealth Planning LLC, where he helps clients with insurance planning using fixed insurance products. This takes a few hours per week.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Capital One Advisors, LLC
Capital One Investing, LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
MML Investors Services, LLCBroker
W&s Brokerage Services, INC.Broker
Quest Capital Strategies, INC.Broker
Gunnallen Financial, INCBroker
First Hudson Financial Group, INC.Broker
TD Waterhouse Investor Services, INC.Broker
Glenn Michael Financial, INC.Broker
Glenn Michael Financial, INC.Broker
Americorp Securities, INC.Broker
State Registrations16 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.