David Lewinter has been Managing Member/Chief Compliance Officer of Lewinter Wealth Advisors since October 2010, is a control person of the firm and directly owns 75% or more of it. David Lewinter holds a Bachelor of Arts from Columbia University and a JD from Columbia University School of Law.
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.
David J. Lewinter is President of Lewinter Wealth Advisors, LLC, based in Boynton Beach, FL. He started the firm after a 20+ year career as a lawyer, most recently serving as Senior Vice President and General Counsel for Dun & Bradstreet. While at Dun & Bradstreet, he led several business functions including Reengineering and Government Relations. He is the former Chairman of the Board and President of the Joseph Kushner Hebrew Academy/Rae Kushner Yeshiva High School in Livingston NJ.
- – present · 15 yearsBoynton Beach, FL · Adviser representative · Firm CRD 155921
Professional designations
Listed by Lewinter Wealth Advisors
- ChFC
Investment adviser representative registrations
David Lewinter is registered as an investment adviser representative in 4 states, as a resident of Texas. The first approvals date from December 2010; the most recent is Texas, in March 2023.
- FloridaSince 11 May 2017
- New JerseySince 20 December 2010
- New YorkSince 3 March 2022
- TexasResidentSince 10 March 2023
Examinations
No examinations are on David Lewinter’s record.
- Full name
- David J. Lewinter
- CRD
- 5872749
- Firm
- Lewinter Wealth Advisors · CRD 155921
- Role
- Managing Member/Chief Compliance Officer
- Office
- Boynton Beach, FL
- Registration
- Investment adviser registration
- In the industry since
- December 2010
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- lewinterwealthadvisors.com
Where does David Lewinter work?
David Lewinter has been Managing Member/Chief Compliance Officer of Lewinter Wealth Advisors, LLC since October 2010, and is a control person of the firm.
Is David Lewinter a financial advisor?
Yes. David Lewinter has a current investment-adviser registration in Florida, New Jersey, New York and Texas, through Lewinter Wealth Advisors since December 2010.
How many years of experience does David Lewinter have?
David Lewinter has 15 years in the financial industry, since December 2010, across 1 adviser firm.
Where is David Lewinter based?
David Lewinter’s registered office is in Boynton Beach, FL.
Is David Lewinter registered with FINRA?
No. David Lewinter has no current broker registration.
How can I verify David Lewinter’s record?
Search CRD 5872749 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Lewinter’s full registration record.