David J. Lewinter

LEWINTER WEALTH ADVISORS

Boynton Beach, FL

Some features on this profile are disabled

CRD#: 5872749

Professional summary

David J. Lewinter, ChFC®, who also goes by David J Lewinter, is a registered financial advisor currently at LEWINTER WEALTH ADVISORS, LLC located in Boynton Beach, Florida.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. David has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

David J Lewinter

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 David J. Lewinter's CRS (Customer Relationship Summary).

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®

ChFC^®

Chartered Financial Consultant

Experience

Current

December 20, 2010 - Present

LEWINTER WEALTH ADVISORS, LLC

RIA

CRD#: 155921

Boynton Beach, FL

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".

LEWINTER WEALTH ADVISORS, LLC

CRD#: 155921 / SEC#: 801-132099

RIA

Registered Investment Advisory firm - (3/6/2025 Approved)

Florida

Registered Investment Advisory firm - (3/17/2025 Terminated)

New Jersey

Registered Investment Advisory firm - (3/21/2025 Terminated)

New York

Registered Investment Advisory firm - (3/17/2025 Terminated)

Texas

Registered Investment Advisory firm - (3/17/2025 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Florida
(5/11/2017)

IAR

New Jersey
(12/20/2010)

IAR

New York
(3/3/2022)

IAR

Texas
(3/10/2023)

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

Current Firm

LEWINTER WEALTH ADVISORS, LLC

CRD#: 155921 / SEC#: 801-132099

RIA

Registered Investment Advisory firm - (3/6/2025 Approved)

Florida

Registered Investment Advisory firm - (3/17/2025 Terminated)

New Jersey

Registered Investment Advisory firm - (3/21/2025 Terminated)

New York

Registered Investment Advisory firm - (3/17/2025 Terminated)

Texas

Registered Investment Advisory firm - (3/17/2025 Terminated)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

Boynton Beach, FL

Mailing Address

Phone number

(973) 294-2621

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV 2A (2/3/2025)

Regulatory assets under management

Total Number of Accounts	227
AUM (Assets Under Management)	$ 130,293,562

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.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

David J. Lewinter

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David J. Lewinter's CRS (Customer Relationship Summary).

Certified licenses

Experience

LEWINTER WEALTH ADVISORS, LLC

Primary Firm SEC Registration

LEWINTER WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Current Firm

LEWINTER WEALTH ADVISORS, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LEWINTER WEALTH ADVISORS, LLC

TRUST BUT VERIFY

Similar Advisors