Investment adviser representative · Lewis And Associates Capital Advisors, LLC
Steven K. Lewis
CRD 5688348 · Holly Springs, NC
At a glance
Steven K. Lewis is an investment adviser representative with Lewis And Associates Capital Advisors, LLC in Holly Springs, NC, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Steven’s SEC record dates to 2009, about 17 years ago.
Current advisory firm
- Lewis And Associates Capital Advisors, LLCSince October 2015Holly Springs, NC · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2009 (17 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Steven’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
- 5 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.