R. Nolan Lewis, financial advisor Warrington PA

R. Nolan Lewis

CRD Number: 6662741
Current Firm: Fidelity Personal And Workplace Advisors

R. Nolan Lewis (CRD# 6662741) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Warrington, PA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Investments Warrington, PA Aug 2020 - Current 1
Equitable Advisors, LLC New York, NY Mar 2018 - Aug 2020 2
Axa Advisors, LLC New York, NY Mar 2018 - Jun 2020 2
Jasper's Backyard Conshohocken, PA Sep 2017 - Sep 2019 2
Syracuse University Syracuse, NY Aug 2013 - Aug 2017 4
Axa Advisors Bala Cynwyd, PA Jun 2016 - Aug 2016 < 1
First Service Restoration Doylestown, PA May 2014 - Aug 2015 1
47 Brand Dedham, MA May 2013 - Sep 2014 1
Abington Senior High School Abington, PA Aug 2009 - Jun 2013 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2018
Contact Info for R. Nolan N. Lewis
Phone Number: 617-563-7000
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    566,242
    MILLIONS
  • Total Number of Accounts
    1,216,586
    ACCOUNTS
  • Average Account Value
    $465,435
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • 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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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