Lewis E. O'hara

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CRD#: 4570930

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.

Lewis Edward O'hara JR, who also goes by Lewis Edward O'hara, was a registered financial professional .

Lewis is a previously registered financial professional and started their career in finance in 2022. Lewis had worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Aliases

Lewis Edward O'hara

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.

Trustee - Bradley Boulevard Shopping Center, 6930 Arlington Road, Bethesda, Md 20815 Not investment related, shopping center 20 hours per month. Start date 1/1/1991 mostly accounting work/shopping center managment

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

March 28, 2022 - October 6, 2023

O'HARA JR., LEWIS EDWARD

RIA

CRD#: 121679

SILVER SPRING, MD

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

Current Firm

O'HARA JR., LEWIS EDWARD

CAPITAL ASSET MANAGEMENT SERVICES | O'HARA JR., LEWIS EDWARD

CRD#: 121679 / SEC#:

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Contact information

Main Address

12510 Prosperity Drive Suite 150, Silver Spring, MD 20904-1639

Mailing Address

Phone number

(301) 680-0840

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	11
AUM (Assets Under Management)	$ 21,661,862

Red Flags

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