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Steven J. Lerit

WASHINGTON CROSSING ADVISORS LLC
Florham Park, NJ 07932
Some features on this profile are disabled
CRD#: 6066704
SL

Professional summary

Steven Jay Lerit, who also goes by Steven J Lerit, is a registered financial advisor currently at WASHINGTON CROSSING ADVISORS LLC located in Florham Park, New Jersey and STIFEL, NICOLAUS & COMPANY, INCORPORATED located in Morristown, New Jersey.

Steven is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Steven has worked at 3 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Steven J Lerit

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. The Spaulding Group;33 Clyde Road Somerset,NJ 08873; investment performance consulting; Journal advisory board member;review articles for publication;9/2/96;3 hrs/qtr;not during securities trading hours; investment related. 2. Chartered Financial Analyst NY;45th st NY NY 10036;professional society for securities analysts and portfolio managers;member of risk and performance group;discuss analytical issues pertaining to investments and put on educational seminars;11/1/18;2 hr/qtr;not during securities trading hours;investment related.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven Jay Lerit'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®
None

Experience

Current

April 29, 2019 - Present

WASHINGTON CROSSING ADVISORS LLC

Office #1: 18 Columbia Turnpike, Florham Park, NJ 07932
RIA
CRD#: 281511
Florham Park, NJ
Current

April 29, 2019 - Present

STIFEL, NICOLAUS & COMPANY, INCORPORATED

Office #1: 305 Madison Avenue, Morristown, NJ 07960
RIA
BD
CRD#: 793
Morristown, NJ
Past

October 23, 2012 - August 17, 2018

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

August 9, 2012 - August 17, 2018

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
WEEHAWKEN, NJ

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".
WC
WASHINGTON CROSSING ADVISORS LLC
WASHINGTON CROSSING ADVISERS LLC | WASHINGTON CROSSING ADVISORS LLC

CRD#: 281511 / SEC#: 801-108807

RIA
Registered Investment Advisory firm - (1/4/2017 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
New Jersey
(4/29/2019)
IAR
New Jersey
(4/29/2019)

Exams

State Security Law Exam
RR
Series 63
Date: 1/31/2013
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 8/17/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/22/2012
General Securities Representative Examination
SRO Registrations
RR
Cboe BZX Exchange, Inc.
SRO Registrations
RR
FINRA
SRO Registrations
RR
NYSE American LLC
SRO Registrations
RR
Nasdaq PHLX LLC
SRO Registrations
RR
Nasdaq Stock Market
SRO Registrations
RR
New York Stock Exchange

Current Firm

WC
WASHINGTON CROSSING ADVISORS LLC
WASHINGTON CROSSING ADVISERS LLC | WASHINGTON CROSSING ADVISORS LLC

CRD#: 281511 / SEC#: 801-108807

RIA
Registered Investment Advisory firm - (1/4/2017 Approved)
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Contact information

Main Address
305 Madison Avenue Suite 200, Morristown, NJ 07960
Mailing Address
Phone number
(973) 549-4052
Established
Firm type
Fiscal year end
# of Employees
10

SEC notice filing (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WASHINGTON CROSSING ADVISORS LLC - FORM ADV PART 2A - JUNE 2025 (6/10/2025)

Regulatory assets under management

Total Number of Accounts3,476
AUM (Assets Under Management)$ 2,138,764,689

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.

Company Information

WASHINGTON CROSSING ADVISORS LLC

CRD#: 281511Florham Park, NJ 07932

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