JG
Jeffrey L. Gitterman
GITTERMAN WEALTH MANAGEMENT
Edison, NJ 08837
Some features on this profile are disabled
CRD#: 1910332
JG
Professional summary
Jeffrey Lewis Gitterman is a registered financial advisor currently at GITTERMAN WEALTH MANAGEMENT, LLC located in Edison, New Jersey and VANDERBILT SECURITIES, LLC located in Edison, New Jersey.
Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1990. Jeffrey has worked at 7 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) Gitterman Wealth Management; Investment related;379 Thornall St., 14th Fl, Edison, NJ 08837; Independent RIA; 160 hrs./month- Wealth Management & Financial Planning - branch office of Vanderbilt Securities, LLC; Time spent during regular business hours is 50%. 2) Vanderbilt Insurance Services; (Main office in Woodbury, NY) Non-Investment related; Insurance Sales; 06/16/17; Time spent during regular business hours - 5%; Compensated with Commissions. 3) Perigon Wealth Management, LLC; Investment Related; 379 Thornall St., 14th Fl, Edison, NJ 08837; Investment Advisor Representative; 10/2025; Time Spent during regular business hours is 50% 4) Childrens Health Institute. Not investment related. Start date: 11/15/2012. Address: 1280 5th Ave Apt 6A. New York New York, 10029. Title: Board Member. Duties: Board member advising on fund raising for non-profit research. Time spent during regular hours: 5%
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Lewis Gitterman's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
May 14, 2010 - Present
GITTERMAN WEALTH MANAGEMENT, LLC
Office #1: 379 Thornall Street 6th Floor, Edison, NJ 08837RIA
CRD#: 153062
Edison, NJ
Current
June 16, 2017 - Present
VANDERBILT SECURITIES, LLC
Office #1: 379 Thornall Street, 6th Floor, Edison, NJ 08837BD
CRD#: 5953
Edison, NJ
Past
May 5, 2010 - May 5, 2010
TRIAD ADVISORS LLC
RIA
CRD#: 25803
Edison, NJ
Past
May 5, 2010 - June 23, 2017
TRIAD ADVISORS LLC
BD
CRD#: 25803
Edison, NJ
Past
April 23, 2003 - May 5, 2010
VOYA FINANCIAL PARTNERS, LLC
RIA
CRD#: 34815
WOODBRIDGE, NJ
Past
April 11, 2000 - September 25, 2000
AETNA FINANCIAL SERVICES, INC.
BD
CRD#: 13255
HARTFORD, CT
Past
April 11, 2000 - May 5, 2010
VOYA FINANCIAL PARTNERS, LLC
BD
CRD#: 34815
WOODBRIDGE, NJ
Past
December 3, 1990 - January 5, 2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
BD
CRD#: 4039
NEW YORK, NY
Past
December 3, 1990 - April 19, 2000
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
GW
GITTERMAN WEALTH MANAGEMENT, LLC
AJAX ADVISORS LLC | GITTERMAN WEALTH MANAGEMENT, LLC | GITTERMAN WEALTH MANAGEMENT | GITTERMAN MANAGEMENT | GITTERMAN ASSET MANAGEMENT | GITTERMAN & ASSOCIATES WEALTH MANAGEMENT, LLC | E-SQUARED FINANCIAL | ALPINE GLOBAL ADVISORS
CRD#: 153062 / SEC#: 801-71246
RIA
Registered Investment Advisory firm - (4/19/2010 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(6/16/2017)
RR
California(6/16/2017)
RR
Colorado(9/13/2017)
RR
Connecticut(6/16/2017)
IAR
Connecticut(12/18/2018)
RR
Florida(6/16/2017)
RR
Maryland(6/16/2017)
RR
Massachusetts(7/31/2017)
IAR
New Jersey(5/14/2010)
RR
New Jersey(6/16/2017)
RR
New Mexico(8/21/2017)
RR
New York(6/16/2017)
RR
Pennsylvania(6/16/2017)
RR
Vermont(6/16/2017)
RR
Virginia(7/18/2017)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
GW
GITTERMAN WEALTH MANAGEMENT, LLC
AJAX ADVISORS LLC | GITTERMAN WEALTH MANAGEMENT, LLC | GITTERMAN WEALTH MANAGEMENT | GITTERMAN MANAGEMENT | GITTERMAN ASSET MANAGEMENT | GITTERMAN & ASSOCIATES WEALTH MANAGEMENT, LLC | E-SQUARED FINANCIAL | ALPINE GLOBAL ADVISORS
CRD#: 153062 / SEC#: 801-71246
RIA
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Contact information
Main Address
379 Thornall Street 6th Floor, Edison, NJ 08837
Mailing Address
Phone number
(848) 248-4405
Established
Firm type
Fiscal year end
# of Employees
17
SEC notice filing (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 558 |
| AUM (Assets Under Management) | $ 666,146,820 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
