Warren Leibowitz is a registered investment advisor, based in New York, NY, with 33 years of industry experience.
Location
200 East 74th Street, C/O Jeff Lewis & Associates, New York, NY, 10021
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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
Warren is an independent insurance agent since 2009, spending a few hours per week on insurance sales. He also dedicates full-time hours to tax preparation and accounting, and minimal time to estate administration and volunteer work for the Knights of Pythias.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Prime Capital Services, INC.Broker
H.D. Vest Investment Securities, INC.Broker
State Registrations4 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.