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Emily Lebowitz

4 Years of Experience
New Orleans, LA
BrokerSells Insurance

Emily Lebowitz is a registered investment advisor, based in New Orleans, LA, with 4 years of industry experience.

Location

858 Camp Street, New Orleans, LA, 70130

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History

Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Emily is involved with the Husky Volleyball Club as a director, coach, and organizer, dedicating about 10-20% of her time. She also provides operational support to clients through Nesso Group and evaluates life insurance and fixed annuity products, dedicating minimal time to the latter. Emily is also a Wealth Advisor with NewEdge Advisors.

Employment History
Current Registrations
Newedge Advisors
January 2024 - Present · 2 yrs 4 mos
Newedge Securities, LLCBroker
January 2024 - Present · 2 yrs 4 mos
Previous Registrations
Cwm, LLC
June 2023 - December 2023 · 6 mos
Cetera Advisor Networks LLCBroker
June 2023 - January 2024 · 7 mos
Infinex Investments, INC.
April 2023 - May 2023 · 1 mo
Infinex Investments, INC.Broker
November 2021 - May 2023 · 1 yr 6 mos
State Registrations1 state
CT
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Emily Lebowitz - Financial Advisor | TrueAdvisor