Lewis Allen Post
Investment adviser representative at Newedge Advisors
33 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$43.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
33 years in the industry.
- Newedge Advisors, LLC.Jan 2022 to now
- Newedge Securities, Inc.Jan 2022 to now
- Morgan Stanley Private Bank, N.AJan 2015 to Jan 2022
- Morgan Stanley Private Bank, National AssociationJan 2015 to Jan 2022
- Morgan Stanley Smith BarneyJun 2009 to Jan 2022
- Citigroup Global Markets Inc.Jul 1993 to Jan 2022
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1990
- Series 65 · Uniform Investment Adviser Law1995
State registrations
Registered as an investment adviser representative in 3 states (LA, OK, TX).
Newedge Advisors
Legal name: Newedge Advisors, LLC
$43.2BAssets managed
49,898Clients
603Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2030003
- Firm CRD
- 171351