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Member · Weybosset Research & Management, LLC

Fla Lewis

CRD 4341398 · Named on Form ADV at one SEC-registered adviser

At a glance

Weybosset Research & Management, LLC, an SEC-registered wealth manager based in Providence, RI with $341 million in regulatory assets, lists Fla Lewis on its Form ADV as Member, a control person.

Firms and roles

AtlasMembers

Fla’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
Locked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Justin E. DeutschPortfolio Manager and Member, Weybosset Research & Management, LLC
  • Jeannine M. BizierChief Operating Officer & Chief Compliance Officer, Weybosset Research & Management, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Fla’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.