Lewis Post
Lewis Post is a CFP-designated registered investment advisor at Newedge Advisors, based in New Orleans, LA, with 36 years of industry experience. Lewis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 42,946 clients with $27B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NewEdge Advisors manages investments through a wrap fee program. Clients pay a single annual fee, not to exceed 2.50%, which covers investment advice and custodial transaction costs. The fee is calculated based on the value of the account and is billed quarterly in advance. Fees are negotiable. Clients may pay more for the wrap fee service than they would for non-wrap services, depending on their account's trading activity.
Location
858 Camp Street, New Orleans, LA, 70130
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2001Other Business ActivitiesSells Insurance
Lewis operates ClearPath Wealth Partners as a DBA for brokerage business through NewEdge Advisors, spending full-time hours on financial planning, investment activities, and servicing accounts. He also works as an insurance agent selling fixed insurance and fixed annuities, dedicating minimal time to this activity.
Employment History
Current Registrations
Newedge Securities, LLCBroker
Newedge Advisors
Previous Registrations
Morgan StanleyBroker
Morgan Stanley
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Lehman Brothers INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations13 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.