Unclaimed Profile

Andrew John Lewis

GENESIS PRIVATE WEALTH, LLC·ASHBURN, Virginia

SIE, Series 7, Series 7TO, Series 24, Series 31, Series 63, Series 65Clean record25 years registeredGENESIS PRIVATE WEALTH, LLC

20755 WILLIAMSPORT PLACE, ASHBURN, VA 20147CRD# 2246107Firm CRD# 315692

Profile Verification

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

Identity

Andrew John Lewis · ASHBURN, VA

Registration

CRD #2246107 · GENESIS PRIVATE WEALTH, LLC · 25 years registered

Brand Profile

Not yet started

Career History

THE LEWIS FINANCIAL GROUP

Nov 2021 – present

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Jul 2009 – Nov 2021

ASHBURN, VA

UBS FINANCIAL SERVICES INC.

Apr 2001 – Aug 2009

VIENNA, VA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 24

Series 31

Series 63

Series 65

Registration record

First registered · April 11, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GENESIS PRIVATE WEALTH, LLC

CRD 315692 · SEC 801-122157

AUM

$266M

Regulatory assets under management

Employees

476 client accounts

Services offered by GENESIS PRIVATE WEALTH, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at GENESIS PRIVATE WEALTH, LLC →

Introduction

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Frequently Asked Questions

What services does Andrew John Lewis offer?

Andrew John Lewis specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ASHBURN, Virginia for a consultation.

What are Andrew John Lewis's credentials?

Andrew John Lewis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Andrew John Lewis located?

Andrew John Lewis is based in ASHBURN, Virginia, working with GENESIS PRIVATE WEALTH, LLC. Their office serves clients in the ASHBURN metropolitan area and surrounding communities.

How does Andrew John Lewis charge for services?

Andrew John 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 GENESIS PRIVATE WEALTH, LLC?

GENESIS PRIVATE WEALTH, LLC has approximately 5 employees and manages $266M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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