Cheryl Lewis
Cheryl Lewis is a registered investment advisor at Cetera Investment Advisers LLC, based in Waymart, PA, with 24 years of industry experience. Cheryl operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
46 Lake Quinn Road, Waymart, PA, 18472
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Cheryl owns rental real estate, acts as a fiduciary, sells indexed annuities, and is involved with professional organizations. She also owns Cheryl A. Lewis CPA, a business/management consulting firm, and is president of Lewis Financial, PC, dedicating about 10-20% of her time and about half her time, respectively, to these roles.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations3 states
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