Andrew John Lewis
Investment adviser representative at Osaic Institutions, Inc.
11 yearsExperience
2 statesRegistered in
$6.5BFirm assets
19 yearsFirm in business
Are you Andrew John Lewis? Claim your profile
Contact this firm
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
11 years in the industry.
- Noble Credit UnionMar 2025 to now
- Osaic Institutions, Inc.Mar 2025 to now
- Cuso Financial Serivces, LPJul 2020 to Mar 2025
- UnemployedApr 2020 to Jun 2020
- Brandon Garrett ConstructionMay 2019 to Mar 2020
- TD Ameritrade Investment Management, LLCFeb 2018 to Apr 2019
- TD Ameritrade, Inc.Feb 2018 to Apr 2019
- Scottrade, Inc.Nov 2015 to Apr 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Osaic Institutions, Inc.
$6.5BAssets managed
16,312Clients
537Advisers
19 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
- 6099816
- Firm CRD
- 35371