Louis A. Lemos

NAVIAN ASSET MANAGEMENT

Naples, FL

CRD#: 4885613

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Professional summary

Louis Anthony Lemos II is a registered financial advisor currently at NAVIAN ASSET MANAGEMENT, LLC located in Naples, Florida.

Louis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Louis has worked at 4 firms and has passed the Series 63, Series 87, Series 7 and Series 24 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 Louis Anthony Lemos II'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

June 16, 2026 - Present

NAVIAN ASSET MANAGEMENT, LLC

RIA

CRD#: 338787

Naples, FL

Past

September 12, 2011 - January 2, 2015

WAYCROSS PARTNERS, LLC

RIA

CRD#: 153838

LOUISVILLE, KY

Past

October 31, 2006 - December 31, 2008

PNC CAPITAL MARKETS LLC

CRD#: 15647

PITTSBURGH, PA

Past

January 1, 2005 - May 22, 2006

VARIANT TRADING INSTITUTIONAL GROUP, INC.

CRD#: 125547

BOCA RATON, FL

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
(6/16/2026)

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: 1/21/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 87

Date: 1/14/2005

Research Analyst Exam - Part II Regulations Module

General Industry/Product Exam

Series 7

Date: 12/24/2004

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 10/15/2005

General Securities Principal Examination

Current Firm

NAVIAN ASSET MANAGEMENT, LLC

CRD#: 338787 / SEC#:

Ohio

Registered Investment Advisory firm - (1/26/2026 Approved)

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Contact information

Main Address

Naples, FL

Mailing Address

425 Walnut Street Suite 2500, Cincinnati, OH 45202

Phone number

(502) 417-6244

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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

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Louis A. Lemos

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Louis Anthony Lemos II's CRS (Customer Relationship Summary).

Certified licenses

Experience

NAVIAN ASSET MANAGEMENT, LLC

WAYCROSS PARTNERS, LLC

PNC CAPITAL MARKETS LLC

VARIANT TRADING INSTITUTIONAL GROUP, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 1/21/2005

Series 87

Date: 1/14/2005

Series 7

Date: 12/24/2004

Series 24

Date: 10/15/2005

Current Firm

NAVIAN ASSET MANAGEMENT, LLC

Contact information

Documents

Red Flags

Company Information

NAVIAN ASSET MANAGEMENT, LLC

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