Unclaimed Profile

Preston Jameson Lewitt

THE CREDIT STRATEGIST GROUP, LLC·WEST PALM BEACH, Florida

Clean recordTHE CREDIT STRATEGIST GROUP, LLC

515 N. FLAGLER DRIVE, WEST PALM BEACH, FL 33401CRD# 6559026Firm CRD# 175311

Profile Verification

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

Identity

Preston Jameson Lewitt · WEST PALM BEACH, FL

Registration

CRD #6559026 · THE CREDIT STRATEGIST GROUP, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Preston Jameson Lewitt is a registered financial advisor based in WEST PALM BEACH, Florida, affiliated with THE CREDIT STRATEGIST GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Institutional Investors

Introduction

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Firm Overview

Firm

THE CREDIT STRATEGIST GROUP, LLC

AUM

—

Regulatory assets under management

Employees

Total firm employees

View all advisors at THE CREDIT STRATEGIST GROUP, LLC →

Services

Portfolio management (pooled investments)

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 6559026

Firm CRD# 175311

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Frequently Asked Questions

What services does Preston Jameson Lewitt offer?

Preston Jameson Lewitt specializes in Investment Management, Fee-Only Advisory. Contact their office in WEST PALM BEACH, Florida for a consultation.

What are Preston Jameson Lewitt's credentials?

Preston Jameson Lewitt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Preston Jameson Lewitt located?

Preston Jameson Lewitt is based in WEST PALM BEACH, Florida, working with THE CREDIT STRATEGIST GROUP, LLC. Their office serves clients in the WEST PALM BEACH metropolitan area and surrounding communities.

How does Preston Jameson Lewitt charge for services?

Preston Jameson Lewitt's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is THE CREDIT STRATEGIST GROUP, LLC?

THE CREDIT STRATEGIST GROUP, LLC has approximately 3 employees. The firm is registered with the SEC as an investment adviser.

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