DL
David J. Lewis
LEWIS-BERKELEY ASSET MANAGEMENT
Vienna, VA
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CRD#: 4673438
DL
Professional summary
David James Lewis is a registered financial advisor currently at LEWIS-BERKELEY ASSET MANAGEMENT located in Vienna, Virginia.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. David has worked at 1 firm and has passed the Series 65 exam.
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.
GSR PARTNERS LLC;
NON-INVESTMENT RELATED;
1912 GRAND COURT, VIENNA VA 22182;
REAL ESTATE MANAGEMENT COMPANY;
MEMBER-MANAGER;
ZERO HOURS;
ACCOUNTING
CRS (Client Relationship Summary) - RIA
Click below to view David 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
April 27, 2006 - Present
LEWIS-BERKELEY ASSET MANAGEMENT
RIA
CRD#: 127352
Vienna, VA
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
Virginia(4/27/2006)
Current Firm
LA
LEWIS-BERKELEY ASSET MANAGEMENT
LEWIS-BERKELEY ASSET MANAGEMENT
CRD#: 127352 / SEC#:
Virginia
Registered Investment Advisory firm - (7/1/2003 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Vienna, VA
Mailing Address
Phone number
(703) 400-9571
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 13 |
| AUM (Assets Under Management) | $ 7,325,209 |
Red Flags
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