Jeffrey Lewis
Jeffrey Lewis is a CFP, ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Melville, NY, with 34 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1895 Walt Whitman Rd Ste 6, Melville, NY, 11747
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeffrey sells life, disability, annuities, and long-term care insurance as an insurance agent since 2019. He is also an advisor for North Ridge Wealth Planning LLC and owner/president of Planning Financial Futures, Inc., dedicating about 10-20% of his time to each. Finally, he owns CFP4Hire.com, a website for educational seminars, dedicating minimal time to it.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
North Ridge Securities CORP.
North Ridge Securities CORP.Broker
Edelman Financial Services LLC
Sanders Morris Harris INC.Broker
North Ridge Securities CORP.Broker
Mutual of Omaha Investor Services, INC.Broker
State Registrations20 states
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