Mark Phillips
Investment adviser representative at Lewis Asset Management
23 yearsExperience
2 statesRegistered in
$387.1MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
23 years in the industry.
- Lewis Asset Management, LLCJun 2017 to now
- Joyce Financial GroupJul 2003 to now
- Joyce Insurance GroupJul 2003 to now
- Fsc Securities CorporationApr 2004 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 2 states (NJ, PA).
Lewis Asset Management
Legal name: Lewis Asset Management, LLC
$387.1MAssets managed
282Clients
5Advisers
6 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
- 4767861
- Firm CRD
- 143409