Investment adviser representative · Techview Wealth Advisors LLC
Matthew D. Lewis
CRD 4210461 · San Francisco, CA
At a glance
Matthew D. Lewis is an investment adviser representative with Techview Wealth Advisors LLC in San Francisco, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Matthew’s SEC record dates to 2015, about 10 years ago. Designations on file: Certified Financial Planner, Chartered Financial Analyst.
Current advisory firm
- Techview Wealth Advisors LLCSince February 2018San Francisco, CA · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2015 (10 years)
- Designations
- Certified Financial Planner, Chartered Financial Analyst
- Exams
- Series 63, Series 65
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Matthew’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
- 1 firmLocked
- 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
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
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.