Kristof S. Lewicki

KRIS LEWICKI & ASSOCIATES

Coral Springs, FL 33067

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CRD#: 2714690

Professional summary

Kristof Stefan Lewicki, CFP®, ChFC®, who also goes by Krzysztof Lewicki, is a registered financial advisor currently at KRIS LEWICKI & ASSOCIATES, LLC located in Coral Springs, Florida.

Kristof is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Kristof has worked at 5 firms and has passed the Series 63, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Krzysztof Lewicki

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.

Start Date 5/24/2011 - Non-variable insurance, 7401 Wiles Road, Suite 205, Coral Springs, Florida 33067, Insurance Sales - non-investment related, 5 Hours per month 5% of time spent during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kristof Stefan Lewicki'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®

CFP^®

Certified Financial Planner

Start date: 2000

ChFC^®

Chartered Financial Consultant

Experience

Current

April 29, 2011 - Present

KRIS LEWICKI & ASSOCIATES, LLC

Office #1: 7401 Wiles Road Suite 323, Coral Springs, FL 33067

RIA

CRD#: 156536

Coral Springs, FL

Past

March 13, 2014 - April 23, 2019

EMERALD ASSET ADVISORS LLC

RIA

CRD#: 107935

WESTON, FL

Past

January 7, 2005 - September 27, 2011

LPL FINANCIAL LLC

RIA

CRD#: 6413

SUNRISE, FL

Past

January 6, 2005 - September 27, 2011

LPL FINANCIAL LLC

CRD#: 6413

SUNRISE, FL

Past

April 9, 1996 - January 10, 2005

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

SUNRISE, FL

Past

April 4, 1996 - January 10, 2005

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

April 4, 1996 - January 10, 2005

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

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

Florida
(4/29/2011)

IAR

North Carolina
(8/4/2021)

IAR

Texas
(6/10/2019)

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

Series 63

Date: 1/28/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 4/3/1996

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 3/3/2005

General Securities Principal Examination

Current Firm

KRIS LEWICKI & ASSOCIATES, LLC

CRD#: 156536 / SEC#:

Florida

Registered Investment Advisory firm - (4/29/2011 Approved)

North Carolina

Registered Investment Advisory firm - (8/4/2021 Approved)

Texas

Registered Investment Advisory firm - (6/6/2019 Conditional Restricted)

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Contact information

Main Address

7401 Wiles Road Suite 323, Coral Springs, FL 33067

Mailing Address

P.o. Box 030370, Fort Lauderdale, FL 33303-0370

Phone number

(954) 324-3550

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	212
AUM (Assets Under Management)	$ 83,600,000

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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Kristof S. Lewicki

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kristof Stefan Lewicki's CRS (Customer Relationship Summary).

Certified licenses

Experience

KRIS LEWICKI & ASSOCIATES, LLC

EMERALD ASSET ADVISORS LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 1/28/1997

Series 7

Date: 4/3/1996

Series 24

Date: 3/3/2005

Current Firm

KRIS LEWICKI & ASSOCIATES, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

KRIS LEWICKI & ASSOCIATES, LLC

TRUST BUT VERIFY

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