Lewis Frost, financial advisor Newton Center MA
93 score

Lewis Frost

CRD Number: 1067636
Current Firm: Adviser Investments

Lewis Frost (CRD# 1067636) is an Investment Advisor Representative working at Adviser Investments in Newton Center, MA and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Adviser Investments LLC Newton, MA Feb 2012 - Current 4
Adviser Investment Management, Inc. Watertown, MA Jul 1999 - Feb 2012 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1993
S65 NASAA Investment Advisors Law Examination Aug 1999
Contact Info for Lewis C. Frost
Phone Number: 617-321-2200
Registered State(s):
  • MA
  • TX
By the Numbers
  • Total Assets Under Management
    2,095
    MILLIONS
  • Total Number of Accounts
    5,505
    ACCOUNTS
  • Average Account Value
    $380,545
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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