Rowland Lewis, financial advisor Dunwoody GA
88 score

Rowland Lewis

CRD Number: 6255821
Current Firm: Strategic Advisers, Inc.

Rowland Lewis (CRD# 6255821) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Dunwoody, GA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Investments Naples, FL Aug 2013 - Current 4
Edison State University Fort Myers, FL Aug 2013 - Current 4
Vertitude Naples, FL May 2013 - Aug 2013 < 1
Florida Gulf Coast University Fort Myers, FL Aug 2011 - Aug 2013 2
Flight Styles Corp. Naples, FL Feb 2008 - Aug 2013 5
Capital Resource Group, Inc. Naples, FL Dec 2012 - Apr 2013 < 1
Gulf Coast High School Naples, FL Aug 2007 - Jun 2011 3
Europe-american Aviation Naples, FL Nov 2010 - Apr 2011 < 1
North Naples Middle School Naples, FL Aug 2006 - Jun 2007 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2014
S63 Uniform Securities State Law Examination Jun 2014
Contact Info for Rowland R. Lewis
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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)
  • Educational seminars/workshops
  • Other
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, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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