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Morgan Sierra Lewis

RD LEWIS HOLDINGS, INC.·MAITLAND, Florida
Clean recordRD LEWIS HOLDINGS, INC.
253 NORTH ORLANDO AVENUE, MAITLAND, FL 32751CRD# 7925470Firm CRD# 156073

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Morgan Sierra Lewis · MAITLAND, FL
Registration
CRD #7925470 · RD LEWIS HOLDINGS, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Morgan Sierra Lewis is a registered financial advisor based in MAITLAND, Florida, affiliated with RD LEWIS HOLDINGS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
RD LEWIS HOLDINGS, INC.
RD LEWIS WEALTH MANAGEMENT
AUM
$184M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at RD LEWIS HOLDINGS, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 7925470
Firm CRD# 156073
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Morgan Sierra Lewis offer?
Morgan Sierra Lewis specializes in Financial Planning, Investment Management. Contact their office in MAITLAND, Florida for a consultation.
What are Morgan Sierra Lewis's credentials?
Morgan Sierra Lewis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Morgan Sierra Lewis located?
Morgan Sierra Lewis is based in MAITLAND, Florida, working with RD LEWIS HOLDINGS, INC.. Their office serves clients in the MAITLAND metropolitan area and surrounding communities.
How does Morgan Sierra Lewis charge for services?
Morgan Sierra Lewis's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RD LEWIS HOLDINGS, INC.?
RD LEWIS HOLDINGS, INC. has approximately 8 employees and manages $184M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at RD LEWIS HOLDINGS, INC.

Delcena Delethia Lewis
MAITLAND, FL
Richard Anthony Lewis
MAITLAND, FL

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