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Lewis Smith

Investment adviser representative at Hoxton Wealth
11 yearsYears since first job or exam
1 stateRegistered in
$803.5M
4 yearsFirm in business

How is this counted?

Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.

How the firm charges

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

Services the firm offers

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

Experience

11 years since the first job or state securities exam on the SEC record. Counts all jobs listed.

  1. Hoxton Wealth (UK) LtdApr 2025 to now
  2. Hoxton WealthNov 2024 to now
  3. Hoxton Capital Management (UK) Ltd.Nov 2024 to now
  4. Hoxton Wealth USA LLCNov 2024 to now
  5. Hoxton Capital Marketing Management LLCMar 2024 to now
  6. Hoxton Financial Consultants LLCMar 2024 to now
  7. Hoxton Capital Management FzeMar 2024 to May 2025
  8. UnemployedDec 2023 to Mar 2024
  9. Astute Private WealthOct 2022 to Dec 2023
  10. St James Place - Family Tree Wealth ManagementJan 2022 to Sep 2022
  11. Just SteakAug 2021 to Dec 2021
  12. Dominos PizzaMar 2020 to Aug 2021
  13. New Home 4 UAug 2018 to Jan 2020
  14. Self EmployedSep 2015 to Aug 2018
  15. Camp ChampionsMay 2015 to Aug 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2024

State registrations

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

Hoxton Wealth

Legal name: Hoxton Wealth USA LLC

$803.5M
1,378Clients
40Advisers
4 yearsIn business

Official records

Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

8006358
307387
Advisor's SEC record (opens in a new tab)
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