Steven Lerit
Steven Lerit is a CFA-designated registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Florham Park, NJ, with 12 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
18 Columbia Turnpike, Florham Park, NJ, 07932
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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.
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Steven is a journal advisory board member for The Spaulding Group, an investment performance consulting firm, dedicating minimal time to reviewing articles. He is also a member of the Chartered Financial Analyst NY's risk and performance group, spending minimal time discussing investment issues and participating in educational seminars.
Employment History
Current Registrations
Washington Crossing Advisors LLC
Stifel, Nicolaus & Company, IncorporatedBroker
Previous Registrations
UBS Financial Services INC.Broker
UBS Financial Services INC.
State Registrations1 state
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