Claim Profile
ML

Marc Jonathan Lewyn

JOYN ADVISORS, INC.·ATLANTA, Georgia
Unclaimed Profile
1100 ABERNATHY ROAD, ATLANTA, GA 30328-5646CRD# 2233006Firm CRD# 106725
01

About

Marc Jonathan Lewyn is a registered financial advisor based in ATLANTA, Georgia, affiliated with JOYN ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
JOYN ADVISORS, INC.
JOYN ADVISORS, INC.
AUM
$1.4B
Regulatory assets under management
Employees
38
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Subscription fees
Regulatory
SEC/IARD CRD# 2233006
Firm CRD# 106725
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in ATLANTA?

Browse all registered financial advisors in ATLANTA, Georgia or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Marc Jonathan Lewyn offer?
Marc Jonathan Lewyn specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ATLANTA, Georgia for a consultation.
What are Marc Jonathan Lewyn's credentials?
Marc Jonathan Lewyn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Marc Jonathan Lewyn located?
Marc Jonathan Lewyn is based in ATLANTA, Georgia, working with JOYN ADVISORS, INC.. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.
How does Marc Jonathan Lewyn charge for services?
Marc Jonathan Lewyn's firm is compensated through subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is JOYN ADVISORS, INC.?
JOYN ADVISORS, INC. has approximately 38 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →