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Richard Anthony Lewis

RD LEWIS HOLDINGS, INC.·MAITLAND, Florida
Unclaimed Profile
253 NORTH ORLANDO AVENUE, MAITLAND, FL 32751CRD# 5874000Firm CRD# 156073
01

About

Richard Anthony 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
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# 5874000
Firm CRD# 156073
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Richard Anthony Lewis offer?
Richard Anthony Lewis specializes in Financial Planning, Investment Management. Contact their office in MAITLAND, Florida for a consultation.
What are Richard Anthony Lewis's credentials?
Richard Anthony Lewis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard Anthony Lewis located?
Richard Anthony 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 Richard Anthony Lewis charge for services?
Richard Anthony 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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Research
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