Thomas Lewis, financial advisor Saint Louis MO
90 score

Thomas Lewis

CRD Number: 5951077
Current Firm: Krilogy Financial LLC

Thomas Lewis (CRD# 5951077) is an Investment Advisor Representative working at Krilogy Financial LLC in Saint Louis, MO and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Saxony Securities St. Louis, MO Apr 2016 - Current < 1
Krilogy Financial St. Louis, MO Apr 2016 - Current < 1
Saxony Securities, Inc. St. Louis, MO Aug 2015 - Apr 2016 < 1
Saxony Capital Management, LLC St. Louis, MO Aug 2015 - Apr 2016 < 1
Edward Jones St. Louis, MO Aug 2011 - Aug 2015 4
Childress Ahlheim Cary St. Louis, MO Jan 2007 - Jul 2011 4
Holtkamp Liese Childress Schultz St. Louis, MO May 2006 - Dec 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2012
Contact Info for Thomas J. Lewis
Phone Number: 314-884-2800
Firm Website: https://www.krilogy.com
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
    509
    MILLIONS
  • Total Number of Accounts
    3,676
    ACCOUNTS
  • Average Account Value
    $138,493
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
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)
Types of Clients
Registered States

AL, CA, CO, FL, IL, KS, KY, LA, MO, NC, NE, OH, SC, TN, TX, VA, WA

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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