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Benjamin Lewinter

Investment adviser representative at Lewinter Wealth Advisors in New York, NY

Investment adviser registrationUpdated

Benjamin Lewinter is an investment adviser representative at Lewinter Wealth Advisors, LLC, an investment adviser managing $163M, and works from its New York, NY office. Benjamin Lewinter has been registered through Lewinter Wealth Advisors since 6 May 2026, has 0 years in the industry across 1 firm and has passed the Series 65.

0
Years in industry
0
Years at firm
1
Adviser firms
1
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Benjamin Lewinter has been an investment adviser representative at Lewinter Wealth Advisors since May 2026, and is not listed among the firm’s executive officers or direct owners. Benjamin Lewinter holds a Bachelor of Arts in Computer Science and Business Management from Columbia University and a Master of Science in Computer Science from Columbia University.

Lewinter Wealth Advisors, LLC is a firm with $163M under management, 85 clients and 1 adviser across 3 offices, as of its July 2026 filing.

Benjamin Lewinter is an Investment Adviser Representative with Lewinter Wealth Advisors, LLC, where he supports the firm's continued growth through operational leadership, investment advisory services and financial planning support. He currently works as a Forward Deployed Engineer at Palantir Technologies. Earlier in his career, he worked as a management consultant at Accenture and as a software engineer at Capital One.

  1. – present · under a year
    New York, NY · Adviser representative · Firm CRD 155921

Credentials and registrations

Investment adviser representative registrations

Benjamin Lewinter is registered as an investment adviser representative in New York, since May 2026.

  • New YorkSince 6 May 2026

Examinations

Series 652 September 2025
Name
Uniform Investment Adviser Law Examination

Key facts

Full name
Benjamin Seth Lewinter
CRD
8266397
Firm
Lewinter Wealth Advisors · CRD 155921
Office
New York, NY
Registration
Investment adviser registration
In the industry since
May 2026
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Benjamin Lewinter work?

Benjamin Lewinter is an investment adviser representative registered through Lewinter Wealth Advisors, LLC since May 2026, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 22 October 2026

Is Benjamin Lewinter a financial advisor?

Yes. Benjamin Lewinter has a current investment-adviser registration in New York, through Lewinter Wealth Advisors since May 2026.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Benjamin Lewinter have?

Benjamin Lewinter has 0 years in the financial industry, since May 2026, across 1 adviser firm.

Source: IAPD individual record, checked 22 October 2026

What exams has Benjamin Lewinter passed?

Benjamin Lewinter passed the Series 65 in September 2025.

Source: IAPD individual record, checked 22 October 2026

Where is Benjamin Lewinter based?

Benjamin Lewinter’s registered office is in New York, NY.

Source: IAPD individual record, checked 22 October 2026

Is Benjamin Lewinter registered with FINRA?

No. Benjamin Lewinter has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

How can I verify Benjamin Lewinter’s record?

Search CRD 8266397 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Benjamin Lewinter’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Lewinter Wealth Advisors

Sources

  1. IAPD individual record, CRD 8266397, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Lewinter Wealth Advisors, LLC, filed 30 July 2026. Executive officers and direct owners; this person is not among them.
  3. Lewinter Wealth Advisors team page. Biography, education, credentials, awards.