Investment adviser representative · Wyze Wealth Advisors, LLC
Nicholas Lewandowski
CRD 6412699 · Canonsburg, PA
At a glance
Nicholas Lewandowski is an investment adviser representative with Wyze Wealth Advisors, LLC in Canonsburg, PA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Nicholas’s SEC record dates to 2017, about 9 years ago. Designations on file: Certified Financial Planner, Chartered Financial Analyst.
Current advisory firm
- Wyze Wealth Advisors, LLCSince September 2024Canonsburg, PA · $265M in regulatory assets
SEC adviser record
- Registered since
- 2017 (9 years)
- Designations
- Certified Financial Planner, Chartered Financial Analyst
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Nicholas’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
- 2 firmsLocked
- 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.