Everett Lewis is a registered investment advisor, based in Boston, MA, with 3 years of industry experience.
Location
One Boston Place, 29th Floor, Boston, MA, 02108
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
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Everett works as an analyst for Wainwright Investment Counsel, LLC and is registered with WFS, LLC for private placement transactions. He also periodically works shifts at a restaurant and bar on weekends.
Employment History
Current Registrations
Wfs, LLCBroker
July 2023 - Present · 2 yrs 10 mos
Wainwright Investment Counsel LLC
July 2023 - Present · 2 yrs 10 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2022 - July 2023 · 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2022 - July 2023 · 1 yr
State Registrations2 states
MARI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.