Clinton James Lewis
Professional Summary
Clinton James Lewis, who also goes by Clint Lewis, is a registered financial advisor currently at DETALUS ADVISORS, LLC located in St. Louis, Missouri. Clinton is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Clinton has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 55, Series 7, Series 28, Series 24, Series 53 and Series 4 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Clint Lewis
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
32 years in the financial services industry
Current & Past Employments
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Current Firm
CHASE VALUE PROGRAM | HANCOCK INVESTMENT ADVISORS, LLC | DETALUS ADVISORS, LLC
Contact Information
Main Address
383 Marshall Avenue, St. Louis, MO 63119Phone Number
(314) 997-3191# of Employees
15SEC notice filing (12 States and Territories)
Registered to provide investment advisory services in 12 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,959AUM (Assets Under Management)
$2,220,354,641Similar Advisors
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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.
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Primary Firm SEC Registration
CHASE VALUE PROGRAM | HANCOCK INVESTMENT ADVISORS, LLC | DETALUS ADVISORS, LLC
State Registrations and Notice Filings
(6/11/2003)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 55 — Limited Representative-Equity Trader Exam
Passed Jan 2000Series 28 — Introducing Broker/Dealer Financial Operations Principal Examination
Passed Feb 2010About the Series 28 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Clinton James Lewis's CRS (Customer Relationship Summary).
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