Adviser and broker representative · Cary Street Partners

Anita R. Lewis

CRD 2963162 · Fredericksburg, VA

At a glance

Anita R. Lewis is an investment adviser representative with Cary Street Partners in Fredericksburg, VA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Anita’s SEC record dates to 2010, about 15 years ago. Anita is also registered as a broker representative.

Current advisory firm

Cary Street PartnersSince November 2010Fredericksburg, VA · $10B in regulatory assets

SEC adviser record

Registered since: 2010 (15 years)
Designations: None on file
Exams: Series 63, Series 65
Registered in: 1 state
Also a broker representative: Yes
Disclosures on record: None

AtlasMembers

Anita’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website: Locked
Previous firms, with start and end dates: Locked
Employment history: Locked
States they’re registered in: Locked
Outside business activities: Locked
When they joined their current firm, and their firm’s growth: Locked

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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.

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