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Bryan Lewis

26 Years of Experience
Atlanta, GA
Broker

Bryan Lewis is a registered investment advisor at Wells Fargo Advisors, based in Atlanta, GA, with 26 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

270 Carpenter Dr 210 2nd Fl, Atlanta, GA, 30328

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Bryan has ownership stakes in Selig Enterprises (family real estate), CS Illuminarium LLC (private equity), and Lewis Wealth Management LLC. He dedicates minimal time to Selig Enterprises and CS Illuminarium LLC, but nearly full-time to Lewis Wealth Management LLC.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
October 2024 - Present · 1 yr 9 mos
Wells Fargo Advisors
October 2024 - Present · 1 yr 9 mos
Previous Registrations
Wells Fargo Advisors
July 2010 - October 2024 · 14 yrs 3 mos
Wells Fargo Clearing Services, LLCBroker
July 2010 - October 2024 · 14 yrs 3 mos
Morgan Stanley Smith BarneyBroker
June 2009 - July 2010 · 1 yr 1 mo
Morgan Stanley Smith Barney LLC
June 2009 - July 2010 · 1 yr 1 mo
Citigroup Global Markets INC.
April 2003 - June 2009 · 6 yrs 2 mos
Citigroup Global Markets INC.Broker
May 2001 - June 2009 · 8 yrs 1 mo
The Robinson-Humphrey Company, LLCBroker
October 1999 - May 2001 · 1 yr 7 mos
State Registrations18 states
ALAZCACOCTFLGAINLAMDNCNENJNYPATNTXVA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.