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Fla Lewis

WEYBOSSET RESEARCH & MANAGEMENT, LLC·PROVIDENCE, Rhode Island
Unclaimed Profile
50 SOUTH MAIN STREET, PROVIDENCE, RI 02903CRD# 4341398Firm CRD# 108047
01

About

Fla Lewis is a registered financial advisor based in PROVIDENCE, Rhode Island, affiliated with WEYBOSSET RESEARCH & MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
03

Firm Overview

Firm
WEYBOSSET RESEARCH & MANAGEMENT, LLC
WEYBOSSET RESEARCH & MANAGEMENT, LLC
AUM
$307M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at WEYBOSSET RESEARCH & MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 4341398
Firm CRD# 108047
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Fla Lewis offer?
Fla Lewis specializes in Investment Management. Contact their office in PROVIDENCE, Rhode Island for a consultation.
What are Fla Lewis's credentials?
Fla Lewis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Fla Lewis located?
Fla Lewis is based in PROVIDENCE, Rhode Island, working with WEYBOSSET RESEARCH & MANAGEMENT, LLC. Their office serves clients in the PROVIDENCE metropolitan area and surrounding communities.
How does Fla Lewis charge for services?
Fla Lewis's firm is compensated through percentage of aum, 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 WEYBOSSET RESEARCH & MANAGEMENT, LLC?
WEYBOSSET RESEARCH & MANAGEMENT, LLC has approximately 4 employees and manages $307M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Rhode Island
SMITHFIELD (23)WESTERLY (17)NEWPORT (12)WARWICK (11)WEST WARWICK (9)
City Guides
SMITHFIELD GuideWESTERLY GuideNEWPORT GuideWARWICK GuideWEST WARWICK Guide
Research
Advisor Fees in Rhode IslandNational Fee Analysis
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