Unclaimed Profile

Jeffrey Lewis Gitterman

GITTERMAN WEALTH MANAGEMENT, LLC·EDISON, New Jersey

SIE, Series 6, Series 7, Series 24, Series 63, Series 65, Series 99TO23 years registeredGITTERMAN WEALTH MANAGEMENT, LLC

379 THORNALL STREET, EDISON, NJ 08837CRD# 1910332Firm CRD# 153062

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeffrey Lewis Gitterman · EDISON, NJ

Registration

CRD #1910332 · GITTERMAN WEALTH MANAGEMENT, LLC · 23 years registered

Brand Profile

Not yet started

Career History

PERIGON WEALTH MANAGEMENT, LLC

Nov 2025 – present

GITTERMAN WEALTH MANAGEMENT, LLC

May 2010 – Dec 2025

EDISON, NJ

TRIAD ADVISORS, INC.

May 2010 – May 2010

Edison, NJ

ING FINANCIAL ADVISERS, LLC

Apr 2003 – May 2010

WOODBRIDGE, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 65

Series 99TO

Registration record

First registered · April 23, 2003

Years registered · 23

Disclosure History

2023Customer Dispute·Settled

2021Customer Dispute·Settled

2020Customer Dispute·Settled

2019Customer Dispute·Settled

9 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

GITTERMAN WEALTH MANAGEMENT, LLC

CRD 153062 · SEC 801-71246

AUM

$625M

Regulatory assets under management

Employees

549 client accounts

Services offered by GITTERMAN WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at GITTERMAN WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Jeffrey Lewis Gitterman offer?

Jeffrey Lewis Gitterman specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in EDISON, New Jersey for a consultation.

What are Jeffrey Lewis Gitterman's credentials?

Jeffrey Lewis Gitterman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey Lewis Gitterman located?

Jeffrey Lewis Gitterman is based in EDISON, New Jersey, working with GITTERMAN WEALTH MANAGEMENT, LLC. Their office serves clients in the EDISON metropolitan area and surrounding communities.

How does Jeffrey Lewis Gitterman charge for services?

Jeffrey Lewis Gitterman's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GITTERMAN WEALTH MANAGEMENT, LLC?

GITTERMAN WEALTH MANAGEMENT, LLC has approximately 16 employees and manages $625M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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