LPL Enterprise
40yrs
Top advisor by experience in Teaneck
30yrs
Moshe Lewis
Financial advisor at Osaic Wealth
Moshe Lewis is a fiduciary financial advisor in Teaneck, New Jersey, with 30 years in the industry. Moshe joined Osaic Wealth in 2024, after six years at Woodbury Financial Services and two years at Capital One Advisors. Osaic Wealth offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 26 advisors with offices in Teaneck, and one of 20 fiduciaries.
At a glance
Experience30 years (since 1996)
How that compares ?Top 16% by experience nationwide
OfficeTeaneck, NJ
FirmOsaic Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$398,336
Advisors at the firm8,052
States licensed ?2 states
Services through Osaic Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2024 – nowOsaic Wealth, Inc.Current firm
- 2018 – 2024Woodbury Financial Services, Inc.Previously
- Sep 2016 – Jul 2018Capital One Advisors, LLCPreviously
- 2012 – 2016UBS Financial Services Inc.Previously
Contact Moshe
(800) 821-5100Firm headquarters in Scottsdale, AZ. Ask for Moshe. Teaneck, NJOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Moshe
Tailored to Moshe’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Moshe
How do I contact Moshe?
Call Osaic Wealth at (800) 821-5100 and ask for Moshe Lewis. Moshe works from the Teaneck, NJ office.
How long has Moshe been a financial advisor?
Moshe has been in the industry since 1996, about 30 years. Top 16% by experience nationwide.
What licenses does Moshe hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Moshe a fiduciary?
Moshe is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Moshe paid?
Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Moshe for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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