Jeffrey Lew has been an investment adviser representative at First American Asset Advisory since June 2019, and is not listed among the firm’s executive officers or direct owners. Jeffrey Lew holds a Business degree with concentrations in Finance and Economics from Hofstra University.
First American Asset Advisory, LLC. is a Garden City, NY firm with $192M under management, 266 clients and 6 advisers in one office, as of its March 2026 filing.
Jeffrey Lew is Investment Advisor of First American Asset Advisory, LLC. He is currently a Financial Advisor at the firm, where he manages portfolios for families on Long Island and their trusts and specializes in retirement planning, assisting small to mid-sized businesses and non-profit organizations with their 401(k) and 403(b) plans. Earlier he worked at Merrill Lynch, Dean Witter/Morgan Stanley and ABN Amro Bank.
- – present · 7 yearsGarden City, NY · Adviser representative · Firm CRD 282254
Investment adviser representative registrations
Jeffrey Lew is registered as an investment adviser representative in 2 states. The first approvals date from June 2019; the most recent is New York, in August 2021.
- New JerseySince 27 June 2019
- New YorkSince 19 August 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 8 January 2019 |
| Series 3 | National Commodity Futures Examination | 22 May 1997 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- National Commodity Futures Examination
- CRD
- 2246086
- Firm
- First American Asset Advisory · CRD 282254
- Office
- 59 HILTON AVENUE, SUITE 101, Garden City, NY 11530
- Registration
- Investment adviser registration
- In the industry since
- June 2019
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- firstaaa.com
Where does Jeffrey Lew work?
Jeffrey Lew is an investment adviser representative registered through First American Asset Advisory, LLC. since June 2019, and is not listed among the firm’s executive officers or direct owners.
Is Jeffrey Lew a financial advisor?
Yes. Jeffrey Lew has a current investment-adviser registration in New Jersey and New York, through First American Asset Advisory since June 2019.
How many years of experience does Jeffrey Lew have?
Jeffrey Lew has 7 years in the financial industry, since June 2019, across 1 adviser firm.
What exams has Jeffrey Lew passed?
Jeffrey Lew has passed 2 licensing exams: the Series 3 and Series 65. The earliest, the Series 3, was passed in May 1997.
Where is Jeffrey Lew based?
Jeffrey Lew’s registered office is in Garden City, NY.
Is Jeffrey Lew registered with FINRA?
No. Jeffrey Lew has no current broker registration.
How can I verify Jeffrey Lew’s record?
Search CRD 2246086 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeffrey Lew’s full registration record.
