Aaron S. Lewitinn

FIRST HAND FINANCIAL LLC

NEW YORK, NY

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CRD#: 2235030

Professional summary

Aaron Saul Lewitinn, who also goes by Aaron S Lewitinn, Max Lewitinn, is a registered financial advisor currently at FIRST HAND FINANCIAL LLC located in New York, New York.

Aaron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Aaron has worked at 18 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Aaron S Lewitinn | Max Lewitinn

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aaron Saul Lewitinn'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®

None

Experience

Current

August 14, 2024 - Present

FIRST HAND FINANCIAL LLC

RIA

CRD#: 331894

NEW YORK, NY

Past

August 4, 2022 - December 31, 2022

FIRST HAND FINANCIAL LLC

RIA

CRD#: 318111

NEW YORK, NY

Past

August 28, 2009 - December 24, 2009

ROCKWELL GLOBAL CAPITAL LLC

CRD#: 142485

NEW YORK, NY

Past

July 13, 2009 - August 26, 2009

VISION BROKERAGE SERVICES, LLC

CRD#: 47927

NEW YORK, NY

Past

November 19, 2007 - October 20, 2008

INVESTACORP, INC.

CRD#: 7684

STATEN ISLAND, NY

Past

May 27, 2005 - August 29, 2007

BRILL SECURITIES, INC.

CRD#: 18565

NEW YORK, NY

Past

December 9, 2003 - May 31, 2005

FIRST HUDSON FINANCIAL GROUP, INC.

CRD#: 32926

NEW YORK, NY

Past

June 20, 2001 - December 19, 2003

BERRY-SHINO SECURITIES, INC.

CRD#: 38098

SCOTTSDALE, AZ

Past

October 25, 2000 - February 5, 2001

HAPOALIM SECURITIES USA, INC.

CRD#: 266

NEW YORK, NY

Past

October 13, 1999 - September 11, 2000

WOODSTOCK FINANCIAL GROUP, INC.

CRD#: 38095

WOODSTOCK, GA

Past

March 11, 1998 - January 19, 1999

U.S. SECURITIES & FUTURES CORP.

CRD#: 36045

NEW YORK, NY

Past

May 9, 1997 - February 2, 1998

PARAGON CAPITAL MARKETS, INC.

CRD#: 18555

EAST HANOVER, NJ

Past

June 5, 1995 - May 2, 1997

ROBERT THOMAS SECURITIES, INC

CRD#: 10147

ST. PETERSBURG, FL

Past

August 27, 1993 - December 22, 1994

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD#: 11025

ST. LOUIS, MO

Past

August 11, 1993 - September 1, 1993

TRIPP & CO., INC.

CRD#: 6967

NEW YORK, NY

Past

July 2, 1993 - July 28, 1993

SOUTH RICHMOND SECURITIES, INC.

CRD#: 14913

Past

May 7, 1993 - May 7, 1993

BERKELEY SECURITIES CORPORATION

CRD#: 8397

NEW YORK, NY

Past

April 5, 1993 - April 27, 1993

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

NEW YORK, NY

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.

Highlighted states indicate IAR registrations

IAR

New York
(8/14/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/13/2021

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/16/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 5/25/2024

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/2/1993

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 4/17/2004

General Securities Principal Examination

Current Firm

FIRST HAND FINANCIAL LLC

CRD#: 331894 / SEC#:

New York

Registered Investment Advisory firm - (8/14/2024 Approved)

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Contact information

Main Address

New York, NY

Mailing Address

Phone number

(516) 998-5322

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Aaron S. Lewitinn

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aaron Saul Lewitinn's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIRST HAND FINANCIAL LLC

ROCKWELL GLOBAL CAPITAL LLC

VISION BROKERAGE SERVICES, LLC

INVESTACORP, INC.

BRILL SECURITIES, INC.

FIRST HUDSON FINANCIAL GROUP, INC.

BERRY-SHINO SECURITIES, INC.

HAPOALIM SECURITIES USA, INC.

WOODSTOCK FINANCIAL GROUP, INC.

U.S. SECURITIES & FUTURES CORP.

PARAGON CAPITAL MARKETS, INC.

ROBERT THOMAS SECURITIES, INC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

TRIPP & CO., INC.

SOUTH RICHMOND SECURITIES, INC.

BERKELEY SECURITIES CORPORATION

PRUDENTIAL EQUITY GROUP, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/13/2021

Series 63

Date: 7/16/1993

SIE

Date: 5/25/2024

Series 7

Date: 4/2/1993

Series 24

Date: 4/17/2004

Current Firm

FIRST HAND FINANCIAL LLC

Contact information

Documents

Red Flags

Company Information

FIRST HAND FINANCIAL LLC

TRUST BUT VERIFY

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