Investment adviser representative · Sjl Financial LLC
Samuel J. Lewis
CRD 7416897 · Wilmington, DE
At a glance
Samuel J. Lewis is an investment adviser representative with Sjl Financial LLC in Wilmington, DE, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Samuel’s SEC record dates to 2021, about 4 years ago. Designations on file: Certified Financial Planner, Chartered Financial Consultant.
Current advisory firms
- Sjl Financial LLCSince December 2021Wilmington, DE · State-registered or not in the SEC’s list
- Bastion FiduciarySince October 2026Islamorada, FL · $125M in regulatory assets
SEC adviser record
- Registered since
- 2021 (4 years)
- Designations
- Certified Financial Planner, Chartered Financial Consultant
- Exams
- Series 65
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Samuel’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
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.