← Tributary

STOLZER ROTHSCHILD LEVY LLC

BASKING RIDGE, NJ · CRD 169817 · IAPD ↗ · srlam.com · 7324812200

$166.0MRegulatory AUM
2Advisory reps
2Employees
0Clients
1-10Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
May 2025 — STOLZER ROTHSCHILD LEVY LLC (BASKING RIDGE, NJ) is newly SEC-registered with $145.2M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.