Steven
Lerit
Washington Crossing Advisors LLC
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About this Advisor
Steven Lerit is a financial advisor based in Florham Park, New Jersey, working with Washington Crossing Advisors LLC. Steven has previously held positions at UBS Financial Services Inc, Stifel Nicolaus, and Washington Crossing Advisors, LLC. Steven has passed the Series 63 regulatory exam and is registered to provide services in New Jersey. Currently, Steven is part of Washington Crossing Advisors LLC, which operates out of Florham Park, New Jersey. The firm has 2 offices and 10 employees. The firm manages assets totaling $1.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Washington Crossing Advisors LLC includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Washington Crossing Advisors LLC Brokerage Details
$1,944,104,234
10
3,243
$599,477
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Steven Lerit Work History
Stifel Nicolaus
Washington Crossing Advisors, LLC
Ubs Financial Services Inc
Disclosures
Please visit the SEC profile of Steven Lerit to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Washington Crossing Advisors LLC
Florham Park, NJ
Morristown, NJ
Morristown, NJ
Morristown, NJ
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