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Wesley Lew, financial advisor Schaumburg WA

Wesley Lew

CRD Number: 4154277
Current Firm: Cetera Investment Advisers LLC
Wesley Lew (CRD# 4154277) is an Investment Advisor Representative working at First Allied Advisory Services, Inc. in Bellevue, WA and has over 17 years of experience in the finance industry.
CONTACT
Company Name Location Dates Years
Cetera Advisors LLC Bellevue, WA Sep 2022 - Current 1
First Allied Advisory Services Schaumburg, IL Nov 2020 - Current 3
First Allied Securities, Inc. San Diego, CA Aug 2005 - Sep 2022 17
First Allied Advisory Services, Inc. Chesterfield, MO Jul 2012 - Nov 2020 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2000
Contact Info for Wesley H. Lew
1450 American Lane, 6th Floor, Suite 650, Schaumburg, IL 60173
Phone Number: 310-257-7880
Firm Website: http://www.ceterafinancialinstitutions.com
Registered State(s):
  • TX
  • WA
Current Firm Details
Cetera Investment Advisers LLC
Firm's CRD Number: 105644
1450 American Lane, 6th Floor, Suite 650, Schaumburg, IL 60173
By the Numbers
  • Total Assets Under Management
    104,469
    MILLIONS
  • Total Number of Accounts
    423,554
    ACCOUNTS
  • Average Account Value
    $246,648
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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Data verified by both the advisor and the public regulatory data.

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