Keith Lewandoski
Keith Lewandoski is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in West LeBanon, NH, with 25 years of industry experience. Keith is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 361,213 clients with $140B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum allowable advisory fee is 2.25% annually across platforms. Actual fees are negotiable and set by your financial professional based on account size, complexity, and specific program selected.
Fee Estimator
Location
50 Main Street, Suite A, West LeBanon, NH, 03784
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Regulatory History (1)
Financial
March 2021Other Business ActivitiesSells Insurance
Keith is involved in several outside business activities. He works as an independent insurance agent, spends about a quarter of his time at Upper Valley Tax Preparation, and is affiliated with Bartlett Wealth Management and CIRA as an advisory representative. Keith also serves as a board member for Cover Home Repair, Inc.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Baystate Wealth Management
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Gl Investment Services, LLC
Lewfin Partners
Westminster Financial Advisory CORP
Westminster Financial Securities, INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations9 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.