Marc J. Lewyn
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CRD#: 2233006
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Marc J Lewyn, who also goes by Marc Jonathan Lewyn, Marc Jonothan Lewyn, was a registered financial professional .
Marc is a previously registered financial professional and started their career in finance in 1992. Marc had worked at 4 firms and has passed the Series 63, SIE, Series 22 and Series 6 exams.
Biography
With over 25 years of experience, Marc brings a variety of skills to Wealth Enhancement Group. Formerly the CEO of Strategic Liquidity Services at JOYN Advisors, Marc excels at orchestrating professional teams that can help business owners make the most of their liquidity options. Marc leads clients through a process that allows them to get what they want at “the intersection of the corporate and the personal,” with a heavy emphasis on tax planning in cooperation with tax counsel. Marc’s diverse background as a corporate attorney and as an aide to a U.S. Senator helps him identify opportunities and address problems unique to the business owner and to wealthy families. He has also served as a member of the Board of Visitors of Emory University among many other charities and boards. Marc was also a Five Star Wealth Manager Award Recipient (2017-2021)* He is a frequent writer and speaker, including recent articles for Forbes.com. Marc and his wife, Bev, live in Atlanta with their four amazing daughters.
*Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2017, 2018, 2019, 2020 or 2021 FIVE STAR Wealth Managers. Awarded 9/01/17 for the period of 12/30/16 - 7/14/17. Awarded 9/01/18 for the period of 12/29/17 - 7/24/18. Awarded 9/01/19 for the period of 12/10/18 - 7/23/19. Awarded 9/01/20 for the period of 12/23/19 - 7/10/20. Awarded 9/01/21 for the period of 11/30/20 - 6/25/21.
Question & Answer
Are you a "fiduciary"?
No
Aliases
Marc Jonathan Lewyn | Marc Jonothan Lewyn
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
GELE PARTNERS LLC POSITION: Owner NATURE: Business Owner INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2006 ADDRESS: , Atlanta GA , United States DESCRIPTION: Owner JOYN ADVISORS INC POSITION: Agent/Broker NATURE: Outside IA INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 12/01/1991 ADDRESS: , Atlanta GA , United States DESCRIPTION: Agent/Broker RENTAL PROPERTY POSITION: Owner NATURE: Rental Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2008 ADDRESS: , Atlanta GA , United States DESCRIPTION: Owner
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Past
May 1, 2020 - January 14, 2025
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
RIA
CRD#: 116407
ATLANTA, GA
Past
April 30, 2003 - December 6, 2011
GV FINANCIAL ADVISORS, INC.
RIA
CRD#: 112118
ATLANTA, GA
Past
January 1, 2001 - April 30, 2020
JOYN ADVISORS, INC.
RIA
CRD#: 106725
ATLANTA, GA
Past
August 27, 1992 - April 30, 2020
SECURIAN FINANCIAL SERVICES, INC.
BD
CRD#: 15296
ATLANTA, GA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WE
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
WEALTH ENHANCEMENT | WEALTH ENHANCEMENT GROUP, LLC | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CRD#: 116407 / SEC#: 801-60749
RIA
Registered Investment Advisory firm - (12/21/2001 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
This advisor is not registered in any state.
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
WE
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
WEALTH ENHANCEMENT | WEALTH ENHANCEMENT GROUP, LLC | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CRD#: 116407 / SEC#: 801-60749
RIA
Registered Investment Advisory firm - (12/21/2001 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
505 N Highway 169 Suite 900, Plymouth, MN 55441
Mailing Address
Phone number
(763) 417-1700
Established
Firm type
Fiscal year end
# of Employees
1,230
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 186,400 |
| AUM (Assets Under Management) | $ 94,632,028,506 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/20/2024 | ||
| 03/05/2024 | ||
| 09/26/2023 |
Red Flags
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Company Information
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Senior Vice President, Financial AdvisorCRD#: 116407TRUST BUT VERIFY
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