Michael Lewin
CRD Number: 2043617Current Firm: Foundations Investment Advisors LLC
Compensation Model: Both
Michael Lewin (CRD# 2043617) is an Investment Advisor Representative. Assets under management are managed at Sowell Management Services in Little Rock, AR.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Foundations Investment Advisors LLC | Clearwater, FL | Nov 2020 - Current | 3 |
| Lewin & Associates, Inc. | Clearwater, FL | Jan 1996 - Current | 28 |
| Wealth Watch Advisors | Englewood, CO | Jun 2019 - Nov 2020 | 1 |
| Sowell Management Services | North Little Rock, AR | May 2018 - Jun 2019 | 1 |
| Advisory Advocates | Cascade, MI | Mar 2017 - May 2018 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2017 |
- FL
- TX
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Total Assets Under Management5,442MILLIONS
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Total Number of Accounts42,079ACCOUNTS
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Average Account Value$129,332
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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