CL
Clinton J. Lewis
DETALUS ADVISORS
ST LOUIS, MO 63119
Some features on this profile are disabled
CRD#: 2471102
CL
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.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Clint Lewis
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.
Separately licensed as an insurance representative of Detalus Insurance Services, LLC, an insurance company wholly-owned by Detalus Advisors, LLC. Can offer or recommend insurance and insurance-related investment products for which he may receive separate, yet customary compensation. 383 Marshall Avenue, St. Louis, MO 63119. Start date 10/2019. Member / Owner of Manchester Holdings (affiliated by common ownership). Address is 383 Marshall Avenue, St. Louis, MO 63119. Start date of November 2001. Manchester Holdings does not provide investment-related services. Member / Owner of BCS Financial Services provider of credit card processing services. Address is 383 Marshall Avenue, St. Louis, MO 63119. Start date of July 2020. BCS Financial Services does not provide investment-related services.
CRS (Client Relationship Summary) - RIA
Click below to view Clinton James Lewis's 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®
NoneExperience
Current
June 11, 2003 - Present
DETALUS ADVISORS, LLC
Office #1: 383 Marshall Avenue, St Louis, MO 63119RIA
CRD#: 117958
ST LOUIS, MO
Past
April 4, 2000 - December 1, 2020
DETALUS SECURITIES, LLC
BD
CRD#: 103260
ST. LOUIS, MO
Past
August 3, 1999 - May 8, 2000
D.R. HANCOCK & COMPANY, INC.
BD
CRD#: 10610
CARBONDALE, IL
Past
June 21, 1997 - July 30, 1999
MERCANTILE INVESTMENT SERVICES, INC.
BD
CRD#: 19908
ST. LOUIS, MO
Past
April 5, 1994 - June 21, 1997
MARK TWAIN BROKERAGE SERVICES, INC.
BD
CRD#: 16925
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".
DA
DETALUS ADVISORS, LLC
CHASE VALUE PROGRAM | HANCOCK INVESTMENT ADVISORS, LLC | DETALUS ADVISORS, LLC
CRD#: 117958 / SEC#: 801-61481
RIA
Registered Investment Advisory firm - (9/24/2002 Approved)Missouri
Registered Investment Advisory firm - (9/2/2003 Terminated)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
Missouri(6/11/2003)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 1/25/2000
Limited Representative-Equity Trader ExamGeneral Industry/Product Exam
Principal/Supervisory Exam
RR
Series 28
Date: 2/26/2010
Introducing Broker/Dealer Financial Operations Principal ExaminationPrincipal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Current Firm
DA
DETALUS ADVISORS, LLC
CHASE VALUE PROGRAM | HANCOCK INVESTMENT ADVISORS, LLC | DETALUS ADVISORS, LLC
CRD#: 117958 / SEC#: 801-61481
RIA
Registered Investment Advisory firm - (9/24/2002 Approved)Missouri
Registered Investment Advisory firm - (9/2/2003 Terminated)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
383 Marshall Avenue, St. Louis, MO 63119
Mailing Address
Phone number
(314) 997-3191
Established
Firm type
Fiscal year end
# of Employees
12
SEC notice filing (12 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 646 |
| AUM (Assets Under Management) | $ 928,372,887 |
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.
