Skip to content

Regina Sheree Blake-anderson

Investment adviser representative at Rd Lewis Wealth Management
14 yearsExperience
1 stateRegistered in
$256.8MFirm assets
5 yearsFirm in business

Are you Regina Sheree Blake-anderson? Claim your profile

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourly

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

14 years in the industry.

  1. Rd Lewis Wealth ManagementMay 2019 to now
  2. Rd Lewis Holdings, Inc.Apr 2012 to now

Exams passed

  • Series 65 · Uniform Investment Adviser Law2019

State registrations

Registered as an investment adviser representative in 1 state (FL).

Rd Lewis Wealth Management

Legal name: Rd Lewis Holdings, Inc.

$256.8MAssets managed
451Clients
3Advisers
5 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
6699445
Firm CRD
156073
Advisor's SEC record (opens in a new tab)
CallContact this firm