Chad Lewis, financial advisor San Francisco CA
90 score

Chad Lewis

CRD Number: 5983110
Current Firm: Northwestern Mutual Investment Services,llc

Chad Lewis (CRD# 5983110) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in San Francisco, CA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
William Richardson San Francisco, CA Oct 2014 - Current 2
Alex Rosenblatt San Francisco, CA Oct 2014 - Current 2
Northwestern Mutual Investment Services LLC San Francisco, CA Oct 2014 - Current 2
Northwestern Mutual Wealth Management Company Milwaukee, WI Oct 2014 - Current 2
Northwestern Mutual Investment Services, LLC Boulder, CO Aug 2013 - Oct 2014 1
Northwestern Mutual Life Insurance Company Milwaukee, WI May 2013 - Oct 2014 1
Northwestern Mutual Investment Services, LLC Boulder, CO May 2013 - Oct 2014 1
Edward Jones Tempe, AZ Oct 2011 - Apr 2013 1
Unemployed Chico, CA Jul 2011 - Sep 2011 < 1
Walker Fine Art Gallery Denver, CO Jun 2010 - Jun 2011 1
Olive Garden / Darden Inc. Boulder, CO Jan 2009 - Dec 2010 1
University Of Colorado Boulder, CO Aug 2006 - Dec 2010 4
Geri Oliveira/wright Kingdom Boulder, CO Jan 2006 - Jan 2010 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2011
Contact Info for Chad S. Lewis
Phone Number: 866-664-7737
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
  • Other
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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

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