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Moshe Lewis is a financial advisor professional located in Cresskill, NJ. They specialize in financial advisory. With over 24 years of experience, they bring deep expertise to every client.
Moshe Lewis - Osaic Wealth, Inc. holds an active professional license (FINRA CRD) for your protection.
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Moshe Lewis operates Osaic Wealth, Inc. in Cresskill, New Jersey, bringing 24 years of experience to financial advisory work. Lewis holds a FINRA CRD license (registration number 2803921), which governs securities-related financial services. The firm serves clients seeking guidance on investment and wealth management matters within the regulatory framework that oversees broker-dealers and financial professionals in the securities industry.
A FINRA CRD license indicates that Moshe Lewis is registered with the Financial Industry Regulatory Authority, the self-regulatory organization that oversees broker-dealers and investment professionals. This registration means Lewis has passed required examinations and is subject to FINRA oversight and compliance standards. FINRA-registered advisors must adhere to specific rules governing conduct, disclosures, and client interactions. The CRD (Central Registration Depository) system maintains detailed records of the advisor's registration status, disciplinary history, and professional background, which are accessible to the public for verification purposes.