Spencer Lewis
Spencer Lewis is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Columbia, SC, with 11 years of industry experience. Spencer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
NMIS does not manage accounts directly for individual clients. NMIS provides referral services to other investment advisors and fixed income advice to other investment advisors.
Location
1901 Bull St, Columbia, SC, 29201
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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.
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Spencer receives compensation from WMC through 1901 Partners, LLC, a legal entity established for business purposes, dedicating about half of his time to this investment-related activity. He also owns 100% of Partridge Circle, LLC, another legal entity established for business purposes, but spends minimal time on this non-investment related activity.
Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
State Registrations14 states
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