Sherwin Lewis-Nelson, financial advisor Atlanta GA
93 score

Sherwin Lewis-Nelson

CRD Number: 2992626
Current Firm: Securian Financial Services, Inc.

Sherwin Lewis-Nelson (CRD# 2992626) is an Investment Advisor Representative working at Securian Financial Services, Inc. in Atlanta, GA and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Joyn Advisors, Inc. Atlanta, GA Dec 2017 - Current < 1
Securian Financial Services Inc. St. Paul, MN Dec 2017 - Current < 1
Joyn Advisors, Inc. Atlanta, GA Nov 2016 - Dec 2017 1
Joyn Atlanta, Inc. Atlanta, GA Nov 2016 - Dec 2017 1
Securian Financial Services, Inc. St. Paul, MN May 1998 - Dec 2017 19
Minnesota Life Insurance Company St Paul, MN Apr 1998 - Dec 2017 19
Gv Atlanta, Inc. Atlanta, GA Apr 1998 - Nov 2016 18
Gv Financial Advisors, Inc. Atlanta, GA Apr 1998 - Nov 2016 18
Gv Capital Management, Inc. Atlanta, GA Apr 1998 - Dec 2011 13
Kirschner & Lewyn, LLC Atlanta, GA Apr 2007 - Nov 2009 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1998
S65 NASAA Investment Advisors Law Examination Dec 2000
Contact Info for Sherwin L. Lewis-Nelson
Phone Number: 651-665-5609
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    7,655
    MILLIONS
  • Total Number of Accounts
    33,011
    ACCOUNTS
  • Average Account Value
    $231,901
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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