Xavier Vincent Lewis
Investment adviser representative at Lotusgroup Advisors
6 yearsExperience
6 statesRegistered in
$286MFirm assets
9 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 assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
6 years in the industry.
- Lotusgroup AdvisorsMar 2025 to now
- Trilogy Capital, Inc.Oct 2016 to now
- Trilogy Financial ServicesNov 2015 to now
- LPL Financial, LLCJun 2020 to Oct 2021
- LPL Financial LLCNov 2017 to Jan 2019
- National Planning CorporationMay 2016 to Nov 2017
- LyftJul 2015 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 6 states (CA, CO, NE, NH, NY, TX).
Lotusgroup Advisors
Legal name: Lotusgroup Advisors, LLC
$286MAssets managed
186Clients
6Advisers
9 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
- 6581492
- Firm CRD
- 143379