KL
KL
Keith Lewandoski
25 Years of Experience
West LeBanon, NH
1 DisclosureBrokerSells Insurance
Keith Lewandoski is a registered investment advisor, based in West LeBanon, NH, with 25 years of industry experience.
Location
50 Main Street, Suite A, West LeBanon, NH, 03784
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Regulatory History (1)
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Financial
March 2021Final
Other 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.
January 2022 - Present · 4 yrs 4 mos
Cambridge Investment Research, INC.Broker
January 2022 - Present · 4 yrs 4 mos
Previous Registrations
MML Investors Services, LLC
March 2017 - January 2022 · 4 yrs 10 mos
MML Investors Services, LLCBroker
March 2017 - January 2022 · 4 yrs 10 mos
Baystate Wealth Management
March 2016 - February 2018 · 1 yr 11 mos
Msi Financial Services, INC.
February 2016 - March 2017 · 1 yr 1 mo
Msi Financial Services, INC.Broker
December 2015 - March 2017 · 1 yr 3 mos
Gl Investment Services, LLC
May 2013 - December 2014 · 1 yr 7 mos
Lewfin Partners
April 2012 - December 2015 · 3 yrs 8 mos
Westminster Financial Advisory CORP
April 2006 - December 2011 · 5 yrs 8 mos
Westminster Financial Securities, INC.Broker
October 2004 - December 2011 · 7 yrs 2 mos
Morgan Stanley
January 2001 - October 2004 · 3 yrs 9 mos
Morgan Stanley Dw INC.Broker
September 2000 - October 2004 · 4 yrs 1 mo
State Registrations8 states
CACTFLLAMANHNYVT
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.