DL
David C. Lewis
CHARLOTTESVILLE, VA 22901
CRD#: 5000836
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DL
David Christopher Lewis
Professional summary
David Christopher Lewis, who also goes by Chris Lewis, was a registered financial advisor .
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. David had worked at 2 firms and has passed the Series 65 exam.
At a Glance
Always Fiduciary
Aliases
Chris Lewis
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.
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®
NoneExperience
Current
June 26, 2026 - Present
Office #1: 603 Watson Avenue, Charlottesville, VA 22901
CHARLOTTESVILLE, VA
Past
April 6, 2021 - August 26, 2025
KULEANA CAPITAL MANAGEMENT LLC
RIA
CRD#: 287732
FREE UNION, 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(6/26/2026)
Current firm
No current employment
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
