Unclaimed Profile

David Eric Lewis

FINTRUST CAPITAL ADVISORS, LLC·GREENVILLE, South Carolina

SIE, Series 7, Series 63, Series 99TOCFAClean record13 years registeredFINTRUST CAPITAL ADVISORS, LLC

124 VERDAE BLVD., GREENVILLE, SC 29607CRD# 6154168Firm CRD# 145460

Profile Verification

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

Identity

David Eric Lewis · GREENVILLE, SC

Registration

CRD #6154168 · FINTRUST CAPITAL ADVISORS, LLC · 13 years registered

Brand Profile

Not yet started

Career History

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Oct 2024 – present

FINTRUST CAPITAL ADVISORS, LLC

Mar 2018 – Oct 2024

Greenville, SC

FINTRUST INVESTMENT ADVISORY SERVICES, LLC

Jan 2013 – Mar 2018

GREENVILLE, SC

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 99TO

Registration record

First registered · January 29, 2013

Years registered · 13

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FINTRUST CAPITAL ADVISORS, LLC

CRD 145460 · SEC 801-68568

AUM

$1.7B

Regulatory assets under management

Employees

1,968 client accounts

Services offered by FINTRUST CAPITAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at FINTRUST CAPITAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does David Eric Lewis offer?

David Eric Lewis specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in GREENVILLE, South Carolina for a consultation.

What are David Eric Lewis's credentials?

David Eric Lewis holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is David Eric Lewis located?

David Eric Lewis is based in GREENVILLE, South Carolina, working with FINTRUST CAPITAL ADVISORS, LLC. Their office serves clients in the GREENVILLE metropolitan area and surrounding communities.

How does David Eric Lewis charge for services?

David Eric Lewis's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FINTRUST CAPITAL ADVISORS, LLC?

FINTRUST CAPITAL ADVISORS, LLC has approximately 35 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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