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Jeffrey Lewis Gitterman

GITTERMAN WEALTH MANAGEMENT, LLC·EDISON, New Jersey
Clean recordGITTERMAN 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jeffrey Lewis Gitterman is a registered financial advisor based in EDISON, New Jersey, affiliated with GITTERMAN WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
GITTERMAN WEALTH MANAGEMENT, LLC
GITTERMAN WEALTH MANAGEMENT, LLC
AUM
$625M
Regulatory assets under management
Employees
16
Total firm employees
View all advisors at GITTERMAN WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1910332
Firm CRD# 153062
View on FINRA BrokerCheck →

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05

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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Other Advisors at GITTERMAN WEALTH MANAGEMENT, LLC

David Irwin Katz
ISELIN, NJ
Elias Stuart Rauch
EDISON, NJ
Gary Dee Davis
EDISON, NJ
Jennifer Anne Easley
ISELIN, NJ

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Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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