Manda Lewis (CRD# 4680433) is an Investment Advisor Representative working at Eagle Strategies LLC in Painted Post, NY and has over 20 years of experience in the finance industry.
CRD# 2866380
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4418062
Alsworth Capital Management, LLC
CRD# 6490126
Bck Partners, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| H&h Financial Group | Horseheads, NY | Oct 2012 - Current | 11 |
| Eagle Strategies LLC | Horseheads, NY | Jul 2010 - Current | 13 |
| New York Life Insurance Company | Fairport, NY | May 2005 - Current | 18 |
| Nylife Securities LLC | Fairport, NY | May 2005 - Current | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2003 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2010 |
- NY
- TX
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Total Assets Under Management20,358MILLIONS
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Total Number of Accounts95,287ACCOUNTS
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Average Account Value$213,647
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- 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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