Michael D. Lewer
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.
Michael Dorvon Lewer was a registered financial professional .
Michael is a previously registered financial professional and started their career in finance in 1996. Michael had worked at 4 firms and has passed the Series 66, Series 63, Series 7, Series 6 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
October 23, 2012 - December 6, 2023
LEWER FINANCIAL ADVISORS, LLC
February 13, 2012 - August 24, 2012
NOVADIUS WEALTH MANAGEMENT
June 16, 2011 - December 31, 2011
NATIONAL PLANNING CORPORATION
March 11, 2011 - December 31, 2011
NATIONAL PLANNING CORPORATION
October 25, 1996 - February 9, 2000
WALNUT STREET SECURITIES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
LEWER FINANCIAL ADVISORS, LLC
CRD#: 165381 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 137 |
| AUM (Assets Under Management) | $ 11,590,875 |
Red Flags
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