Adam Lewis
Investment adviser representative at Schwab Wealth Advisory, Inc.
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$0Firm assets
Are you Adam 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.
Other
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Schwab Wealth Advisory, Inc.Jun 2026 to now
- Charles Schwab & Co., Inc.May 2026 to now
- J.P. MorganJun 2024 to May 2026
- Catering By Michael'sAug 2022 to Nov 2023
- J.P Morgan Securities, LLCJul 2022 to Jun 2024
- UnemployedJun 2021 to Jun 2022
- InstacartApr 2020 to Oct 2020
- GlendoveersNov 2019 to Mar 2020
- Wegmans Food MarketOct 2018 to May 2021
- The Champion AcademyOct 2017 to Sep 2018
- Buckmans Car WashMay 2017 to May 2019
- Michael's Valley GrillFeb 2017 to Oct 2017
- Suny GenseoSep 2016 to Jan 2017
- Mcdonald'sMar 2014 to Jan 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (CA).
Schwab Wealth Advisory, Inc.
$0Assets managed
0Clients
1,680Advisers
14 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
- 7607481
- Firm CRD
- 159035