Arthur Lewis
Arthur Lewis is a registered investment advisor at Equitable Advisors, LLC, based in Ft. Lauderdale, FL, with 11 years of industry experience. Arthur operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 69,432 clients with $38B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Equitable Advisors offers investment management through LPL Financial programs and third-party asset managers (TAMPs). Fees vary depending on the program and assets invested.
For LPL programs like SAM, fees are based on a percentage of your portfolio. In some cases, you can choose whether to pay transaction charges directly or have the advisor pay them, which affects the overall advisory fee.
When using TAMPs, the fees are determined by the TAMP and a portion is paid to Equitable Advisors. The specific fees, minimums, and arrangements vary by TAMP, so it's important to review their brochures.
Equitable Advisors also offers ERISA fiduciary services to retirement plans, with fees determined by the specific services provided.
Location
One Financial Plaza, Suite 1200, Ft. Lauderdale, FL, 33394
Get directionsHistory
Regulatory History (6)
Financial
April 2023Financial
November 2022Financial
December 2021Financial
September 2021Financial
August 2020Financial
May 2020Other Business Activities
Arthur is an author of a fiction novel and receives royalties based on book sales. He also owns Arthur Lewis Agency Corp, established for tax purposes; both activities require minimal time.
Employment History
Current Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Edward Jones
Edward JonesBroker
State Farm Vp Management CORP.Broker
State Registrations7 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.