Carol Landaeta
Investment adviser representative at Rd Lewis Wealth Management
14 yearsExperience
1 stateRegistered in
$256.8MFirm assets
5 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 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.
- Rd Lewis Wealth ManagementJun 2021 to now
- Lutheran Haven Inc.Dec 2012 to Nov 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
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
- 7400792
- Firm CRD
- 156073