Stephen Leit
Shufro, Rose & · New York, New York
Stephen Leit is a fee-only financial advisor at Shufro, Rose & in New York, New York, who holds the CFA credential. Shufro, Rose & reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Shufro, Rose & |
|---|---|
| Based in | New York, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $2.46B across 3,009 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CA, CT, FL, NJ, NY, TX · CRD 818707 |
| Exams passed | Series 63 (1985) · Series 65 (1992) |
| Firm size | 27 employees |
| Disclosures | None reported |
| Website | www.shufrorose.com |
| Profile |
How Stephen's firm compares
- Shufro, Rose &'s average account is about $819,000, from its Form ADV (assets managed divided by 3,009 accounts).
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Questions about Stephen
Is Stephen Leit a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stephen holds no broker registration, and Shufro, Rose & reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Stephen charge for financial advice?
Stephen's firm, Shufro, Rose &, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Stephen Leit based?
Stephen Leit is based in New York, New York.
What credentials does Stephen Leit hold?
Stephen Leit holds the CFA credential.
Is Stephen Leit registered with the SEC?
Yes. Stephen Leit is registered as an investment adviser representative in CA, CT, FL, NJ, NY and TX (CRD 818707), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Shufro, Rose & manage?
Shufro, Rose & reports $2.46B across 3,009 accounts in assets under management.
How do I contact Stephen Leit?
Through Stephen's website, www.shufrorose.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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