David Lewis is a CFA-designated registered investment advisor at Lewis-Berkeley Asset Management, based in Vienna, VA, with 19 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 13 clients with $7.3M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Vienna, VA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David is a member-manager of GSR Partners LLC, a real estate management company. He dedicates minimal time to this non-investment related activity, which involves accounting.
Employment History
Current Registrations
Lewis-Berkeley Asset Management
State Registrations1 state
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