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Financial ADVSR advisor directory · SEC adviser records

Lewis Asset Management financial advisors in California

Every SEC-registered investment adviser representative at a Lewis Asset Management office in California, by city and A to Z.

The short answer

3 registered advisors work at Lewis Asset Management in California, out of 5 nationwide; it's the firm's number 1 state by advisors, and the most are in Lafayette (3). 0 list the CFP designation and 0 are also registered broker representatives.

Lewis Asset Management advisors by city in California

Every firm in California →

Lafayette 3

Lewis Asset Management advisors in California, A to Z

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Lewis Asset Management advisors in every state →Lewis Asset Management: assets, clients and custodians →Advisor Moves: who changed firms this week →

Questions

How many Lewis Asset Management financial advisors are in California?

3 investment adviser representatives are registered at Lewis Asset Management offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 5 at the firm nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Where in California does Lewis Asset Management have the most advisors?

Lafayette, with 3. Lewis Asset Management has advisors in 1 city in California.

How do I check a Lewis Asset Management advisor in California?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Lewis Asset Management office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.