TL
CFP
TL
CFP

Tyson Lewis

24 Years of Experience
Fort Lauderdale, FL
Broker

Tyson Lewis is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Fort Lauderdale, FL, with 24 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

Fort Lauderdale, FL

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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

Tyson co-owns TCL Holdings, LLC and Seastar Realty Management, LLC with his spouse, and also owns rental properties. He also owns Lewis Family Wealth Management LLC, dedicating about a quarter of his time to the firm.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLC
May 2023 - Present · 3 yrs 2 mos
Wells Fargo Advisors Financial Network, LLCBroker
May 2023 - Present · 3 yrs 2 mos
Wells Fargo Advisors
May 2023 - Present · 3 yrs 2 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
March 2007 - May 2023 · 16 yrs 2 mos
Wells Fargo Clearing Services, LLCBroker
March 2007 - May 2023 · 16 yrs 2 mos
Wachovia Securities, LLC
February 2004 - December 2005 · 1 yr 10 mos
Wachovia Securities, LLCBroker
February 2004 - December 2005 · 1 yr 10 mos
Merrill Lynch Pierce Fenner & Smith INC.
January 2000 - February 2004 · 4 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2000 - February 2004 · 4 yrs 1 mo
State Registrations30 states
ALARAZCACOCTDCDEFLGALAMAMNMOMSNCNJNMNYOKPAPRSCTNTXUTVAWAWIWY
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.