Christopher Lewis, financial advisor Charlotte NC
96 score

Christopher Lewis

CRD Number: 5381932
Current Firm: Wedge Capital Management LLP

Christopher Lewis (CRD# 5381932) is an Investment Advisor Representative working at Wedge Capital Management LLP in Charlotte, NC and has over 7 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Wedge Capital Management Charlotte, NC Jul 2014 - Current 3
Full Time Education Chicago, IL Sep 2012 - Jun 2014 1
River Branch Capital LLC Chicago, IL Jul 2010 - Aug 2012 2
Unemployed Novi, MI Nov 2009 - Jul 2010 < 1
Valstone Partners Birmingham, MI Sep 2009 - Nov 2009 < 1
Unemployed Chicago, IL Jul 2009 - Sep 2009 < 1
Credit Suisse Securities (usa) LLC Chicago, IL Jul 2007 - Jun 2009 1
University Of Michigan Ann Arbor, MI Sep 2003 - May 2007 3
Valstone Partners Birmingham, MI May 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2010
Contact Info for Christopher J. Lewis
Phone Number: 704-334-6475
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    11,297
    MILLIONS
  • Total Number of Accounts
    406
    ACCOUNTS
  • Average Account Value
    $27,825,123
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

FL, GA, NC, NY, SC, TX

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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