Leonard Lewis, financial advisor Haddon Heights NJ
89 score

Leonard Lewis

CRD Number: 6262731
Current Firm: Cetera Investment Advisers LLC

Leonard Lewis (CRD# 6262731) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Haddon Heights, NJ and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Rafter Lewis Financial Advisors LLC Haddon Heights, NJ Jun 2014 - Current 2
Cetera Investment Advisors LLC Schaumburg, IL Mar 2014 - Current 2
Cetera Financial Specialists LLC Schaumburg, IL Nov 2013 - Current 3
Rafter, Lewis & Associates LLC Haddon Heights, NJ Oct 2012 - Current 4
Parentebeard LLC Cherry Hill, NJ Jan 2002 - Oct 2012 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2014
Contact Info for Leonard A. Lewis
Phone Number: 888-528-2987
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    7,010
    MILLIONS
  • Total Number of Accounts
    26,660
    ACCOUNTS
  • Average Account Value
    $262,943
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

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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