Everett Clinton Lewis
Investment adviser representative at Wainwright Investment Counsel LLC
13 yearsExperience
2 statesRegistered in
$5.5BFirm assets
27 yearsFirm in business
Are you Everett Clinton 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 assetsFixed or flat feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Wainwright Investment Counsel, LLCJul 2023 to now
- Wfs, LLCJul 2023 to now
- Chelo's Waterfront Bar and GrillMay 2016 to now
- Bank of America N.A.May 2022 to Jul 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2022 to Jul 2023
- The Washington Trust CompanyOct 2021 to Apr 2022
- The University of Rhode IslandSep 2017 to May 2022
- Johnny Granata's Restaurant and BarSep 2017 to Feb 2018
- Friendly Home Nursing HomeMay 2017 to Aug 2017
- Toll Gate High SchoolSep 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (MA, RI).
Wainwright Investment Counsel LLC
$5.5BAssets managed
214Clients
12Advisers
27 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
- 7565486
- Firm CRD
- 108711