David Lewis (CRD# 4673438) is an Investment Advisor Representative working at Lewis-berkeley Asset Management in Vienna, VA and has over 20 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cw Capital, Inc. | Washington, DC | Apr 2009 - Current | 15 |
| Lewis Berkeley Asset Management | Vienna, VA | Jul 2003 - Current | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2003 |
- VA
-
Total Assets Under Management7MILLIONS
-
Total Number of Accounts13ACCOUNTS
-
Average Account Value$563,478
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
VA
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