William Lewis is a CFP-designated registered investment advisor, based in Stamford, CT, with 27 years of industry experience.
Location
400 Atlantic Street, Floor 10, Suite 1020, Stamford, CT, 06901-3512
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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William is an owner of Burklow and Rotella, LLC (since 1999) and MWTLC Associates, LLC (since 2018), both management businesses that he is managing the closure of. He spends minimal time on these activities.
Employment History
Current Registrations
Steward Partners Investment Advisory, LLC
Steward Partners Investment Solutions, LLCBroker
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ids Life Insurance CompanyBroker
State Registrations44 states
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