Thomas Lewis (CRD# 5951077) is an Investment Advisor Representative working at Krilogy in Saint Louis, MO and has over 11 years of experience in the finance industry.
CRD# 1018380
Cutter & Company, Inc.
CRD# 6306558
Toberman Becker Wealth, LLC
CRD# 5259774
Moneta Group Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Krilogy Financial | St. Louis, MO | Apr 2016 - Current | 8 |
| Saxony Securities | St. Louis, MO | Apr 2016 - Current | 8 |
| 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 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2012 |
- MO
-
Total Assets Under Management2,505MILLIONS
-
Total Number of Accounts7,299ACCOUNTS
-
Average Account Value$343,251
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, FL, GA, IA, IL, KS, LA, MA, MD, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA
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