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Mel Stuart Lavitt

Needham & Company, LLC

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About Mel Stuart Lavitt

Mel Lavitt is a financial professional with over 40 years of experience in the industry. Mel is currently a Registered Representative at Needham & Company, LLC, where Mel has been employed since February 2009. Previously, Mel worked at C.E. Unterberg, Towbin, LLC. and L.F. Rothschild & Co. Incorporated. Mel has a strong background in investment banking and has held various positions throughout Mel's career. Mel is licensed to sell securities in California, Illinois, Massachusetts, Minnesota, New York, and Utah.

Firm Information

Mel Lavitt is currently registered with Needham & Company, LLC. Needham & Company, LLC is a Limited Liability Company formed in 2005 and headquartered in New York, NY. The firm provides securities research and is registered with the SEC and in all 50 states and the District of Columbia.
Needham & Company, LLC

250 PARK AVENUE

NEW YORK, NY 10177

Not reported

Assets Under Management

Not reported

Total Clients

121

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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securities research

Securities research

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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commissions

Earned based on transactions or products sold.

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other

Pursuant to csa agreements

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Mel Lavitt’s Registration & Firm History

NY

02/16/2009 - Present

Needham & Company, LLC (NEW YORK NY)

CA

08/13/1993 - 09/12/2007

C.E. UNTERBERG, TOWBIN, LLC. (SAN FRANCISCO CA)

NA

03/22/1977 - 07/02/1987

L. F. ROTHSCHILD & CO. INCORPORATED

NA

01/11/1963 - 04/07/1977

C. E. UNTERBERG, TOWBIN CO.

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Licenses & Designations

BC

Issued 10/01/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/01/2003

Series 24 - General Securities Principal Examination

BC

Issued 05/13/1971

Series 00 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/10/1993

Series 7 - General Securities Representative Examination

BC

Issued 07/05/1960

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

N

NYSE Arca, Inc.

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Mel Stuart Lavitt.
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