Kyle R. Lewie

OPTIVISE ADVISORY SERVICES LLC

Waco, TX

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CRD#: 2403425

Professional summary

Kyle R Lewie, who also goes by Kyle Lewie, Richard K Lewie, Richard Kyle Lewie, is a registered financial advisor currently at OPTIVISE ADVISORY SERVICES LLC located in Waco, Texas.

Kyle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Kyle has worked at 9 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kyle Lewie | Richard K Lewie | Richard Kyle Lewie

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyle R Lewie's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 4, 2021 - Present

OPTIVISE ADVISORY SERVICES LLC

RIA

CRD#: 301764

Waco, TX

Past

June 12, 2019 - December 31, 2020

OPTIVISE ADVISORY SERVICES LLC

RIA

CRD#: 301764

Waco, TX

Past

May 25, 2017 - June 28, 2019

BLUE DUCK WEALTH MANAGEMENT

RIA

CRD#: 281832

waco, TX

Past

September 14, 2015 - October 13, 2016

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

WACO, TX

Past

August 3, 2015 - August 17, 2015

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

WACO, TX

Past

August 3, 2015 - October 13, 2016

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

WACO, TX

Past

October 8, 2012 - July 21, 2015

LPL FINANCIAL LLC

CRD#: 6413

WACO, TX

Past

October 5, 2012 - July 21, 2015

LPL FINANCIAL LLC

RIA

CRD#: 6413

WACO, TX

Past

September 12, 2008 - October 9, 2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

WACO, TX

Past

September 12, 2008 - October 9, 2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

WACO, TX

Past

April 2, 2007 - September 22, 2008

MORGAN STANLEY & CO. LLC

RIA

CRD#: 8209

TEMPLE, TX

Past

April 2, 2007 - September 22, 2008

MORGAN STANLEY & CO. LLC

CRD#: 8209

TEMPLE, TX

Past

August 25, 2006 - April 2, 2007

MORGAN STANLEY DW INC.

RIA

CRD#: 7556

TEMPLE, TX

Past

August 25, 2006 - April 2, 2007

MORGAN STANLEY DW INC.

CRD#: 7556

TEMPLE, TX

Past

May 9, 1997 - September 5, 2006

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

WACO, TX

Past

May 9, 1997 - September 5, 2006

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WACO, TX

Past

December 13, 1993 - May 16, 1997

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

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".

OPTIVISE ADVISORY SERVICES LLC

CRD#: 301764 / SEC#: 801-115232

RIA

Registered Investment Advisory firm - (5/3/2019 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(1/4/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/9/1994

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/1/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/13/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/11/1993

General Securities Representative Examination

Current Firm

OPTIVISE ADVISORY SERVICES LLC

CRD#: 301764 / SEC#: 801-115232

RIA

Registered Investment Advisory firm - (5/3/2019 Approved)

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Contact information

Main Address

109 Holiday Ct Suite A6, Franklin, TN 37067

Mailing Address

Phone number

(855) 378-1806

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (17 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (8/21/2025)

Regulatory assets under management

Total Number of Accounts	1,761
AUM (Assets Under Management)	$ 267,384,088

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Kyle R. Lewie

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyle R Lewie's CRS (Customer Relationship Summary).

Certified licenses

Experience

OPTIVISE ADVISORY SERVICES LLC

BLUE DUCK WEALTH MANAGEMENT

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MORGAN STANLEY & CO. LLC

MORGAN STANLEY & CO. LLC

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

OPTIVISE ADVISORY SERVICES LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/9/1994

Series 63

Date: 2/1/1994

SIE

Date: 10/13/2016

Series 7

Date: 12/11/1993

Current Firm

OPTIVISE ADVISORY SERVICES LLC

Contact information

SEC notice filing (17 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

OPTIVISE ADVISORY SERVICES LLC

TRUST BUT VERIFY

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