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LL

Lewis A. Leavitt

SOMOS FINANCIAL PARTNERS LLC
AUSTIN, TX
Some features on this profile are disabled
CRD#: 4365672
LL

Professional summary

Lewis A Leavitt IV is a registered financial advisor currently at SOMOS FINANCIAL PARTNERS LLC located in Austin, Texas.

Lewis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Lewis has worked at 4 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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 Lewis A Leavitt IV'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®
None

Experience

Current

February 10, 2026 - Present

SOMOS FINANCIAL PARTNERS LLC

RIA
CRD#: 338642
AUSTIN, TX
Past

July 16, 2003 - November 2, 2004

MAMMOTH RESEARCH

BD
CRD#: 118148
FORT WAYNE, IN
Past

July 1, 2003 - July 10, 2003

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

May 14, 2001 - July 1, 2003

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY

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
(2/10/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/5/2026
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 6/18/2001
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 5/11/2001
General Securities Representative Examination

Current Firm

SF
SOMOS FINANCIAL PARTNERS LLC
LEWIS LEAVITT | SOMOS FINANCIAL PARTNERS LLC

CRD#: 338642 / SEC#:

Texas
Registered Investment Advisory firm - (2/10/2026 Approved)
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Contact information

Main Address
Austin, TX
Mailing Address
Phone number
(713) 397-5000
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV
0

Red Flags

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

Company Information

SOMOS FINANCIAL PARTNERS LLC

CRD#: 338642Austin, TX

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