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Lori Constance Lewin

Bernstein Institutional Services LLC

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About Lori Constance Lewin

Lori Lewin is a financial professional with over 30 years of experience in the securities industry. Lori has a strong background in providing investment advice to a wide range of clients. Lori is currently registered with Bernstein Institutional Services LLC in New York, NY. Prior to joining Bernstein Institutional Services LLC, Lori worked at Sanford C. Bernstein & CO., LLC. Lori has passed the Series 63, Series 7, and SIE exams.

Firm Information

Lori Lewin is currently registered with Bernstein Institutional Services LLC. Bernstein Institutional Services LLC is a Limited Liability Company registered with the SEC and in all 50 states, plus Puerto Rico and the Virgin Islands. The firm was formed on October 15, 2021, and has 227 registered representatives and 85 investment advisory functions. Bernstein Institutional Services LLC provides educational seminars and publishes periodicals, and offers a range of advisory services.
Bernstein Institutional Services LLC

245 PARK AVE

NEW YORK, NY 10167

Not reported

Assets Under Management

Not reported

Total Clients

152

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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Lori Lewin’s Registration & Firm History

NY

03/29/2024 - Present

Bernstein Institutional Services LLC (NEW YORK NY)

NY

12/07/2000 - 03/29/2024

SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)

NY

02/04/1991 - 12/07/2000

SANFORD C. BERNSTEIN & CO., INC. (NEW YORK NY)

NY

07/11/1990 - 10/22/1990

PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)

NY

05/12/1989 - 07/20/1990

GRUNTAL & CO. INCORPORATED (NEW YORK NY)

NY

04/13/1988 - 08/09/1988

FAHNESTOCK & CO., INC. (NEW YORK NY)

NY

04/24/1987 - 04/13/1988

FAHNESTOCK INTERNATIONAL INC. (NEW YORK NY)

NA

10/22/1985 - 02/27/1987

MOSELEY SECURITIES CORPORATION

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Licenses & Designations

BC

Issued 12/30/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/19/1985

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

L

Long-Term Stock Exchange, Inc.

M

MEMX LLC

M

MIAX PEARL, LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

NYSE Chicago, Inc.

N

NYSE National, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There is public disclosure for Lori Constance Lewin. Review regulatory record here.
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