John Lewis, financial advisor Bluffton SC

John Lewis

CRD Number: 2238161
Current Firm: New Albany Capital Partners, LLC

John Lewis (CRD# 2238161) is an Investment Advisor Representative working at New Albany Capital Partners, LLC in Bluffton, SC and has 1 year of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
New Albany Capital Partners, LLC Bluffton, SC Sep 2007 - Current 16
Redtree Investment Group Cincinnati, OH Jan 2022 - Jul 2023 1
Redtree Investment Group Cincinnati, OH Mar 2019 - Dec 2021 2

John Lewis has no recent exams reported.
Contact Info for John N. Lewis
Phone Number: 614-441-9999
Registered State(s):
  • SC
Current Firm Details
New Albany Capital Partners, LLC
Firm's CRD Number: 144982
By the Numbers
  • Total Assets Under Management
    57
    MILLIONS
  • Total Number of Accounts
    22
    ACCOUNTS
  • Average Account Value
    $2,603,974
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

OH, SC

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