Unclaimed Profile

Edward C Lewis

SHURWEST ASSET MANAGEMENT, LLC·SCOTTSDALE, Arizona

Series 7, Series 31, Series 66Clean record19 years registeredSHURWEST ASSET MANAGEMENT, LLC

14287 N. 87TH STREET, SUITE 120, SCOTTSDALE, AZ 85260CRD# 4303068Firm CRD# 164099

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Edward C Lewis · SCOTTSDALE, AZ

Registration

CRD #4303068 · SHURWEST ASSET MANAGEMENT, LLC · 19 years registered

Brand Profile

Not yet started

Career History

REGAL INVESTMENT ADVISORS LLC

Dec 2012 – present

WATTS GWILLIAM & COMPANY, LLC

Mar 2012 – Mar 2013

GILBERT, AZ

CLEARVIEW WEALTH MANAGEMENT, LLC

Oct 2006 – Dec 2011

PHOENIX, AZ

Registrations & Exams

FINRA examinations passed

Series 7

Series 31

Series 66

Registration record

First registered · October 2, 2006

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SHURWEST ASSET MANAGEMENT, LLC

CRD 164099 · SEC 801-76845

AUM

—

Regulatory assets under management

Services offered by SHURWEST ASSET MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Market timing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SHURWEST ASSET MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Edward C Lewis offer?

Edward C Lewis specializes in Financial Planning, Investment Management. Contact their office in SCOTTSDALE, Arizona for a consultation.

What are Edward C Lewis's credentials?

Edward C Lewis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Edward C Lewis located?

Edward C Lewis is based in SCOTTSDALE, Arizona, working with SHURWEST ASSET MANAGEMENT, LLC. Their office serves clients in the SCOTTSDALE metropolitan area and surrounding communities.

How does Edward C Lewis charge for services?

Edward C Lewis's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SHURWEST ASSET MANAGEMENT, LLC?

SHURWEST ASSET MANAGEMENT, LLC is a registered investment adviser with the SEC. See their Form ADV for full details.

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