RL
Richard A. Lewis
WHITE STORK ASSET MANAGEMENT LLC
IRVINE, CA 92618
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CRD#: 5198973
RL
Professional summary
Richard Andrew Lewis is a registered financial advisor currently at WHITE STORK ASSET MANAGEMENT LLC located in Irvine, California.
Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Richard has worked at 1 firm .
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.
CRS (Client Relationship Summary) - RIA
Click below to view Richard Andrew 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
January 4, 2019 - Present
WHITE STORK ASSET MANAGEMENT LLC
Office #1: 530 Technology Drive Suite 100, Irvine, CA 92618RIA
CRD#: 289149
IRVINE, CA
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
California(1/4/2019)
Exams
Current Firm
WS
WHITE STORK ASSET MANAGEMENT LLC
RAJ VASUDEVAN LLC | WHITE STORK ASSET MANAGEMENT LLC
CRD#: 289149 / SEC#:
California
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Contact information
Main Address
530 Technology Drive Suite 100, Irvine, CA 92618
Mailing Address
Phone number
(949) 620-7770
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 28 |
| AUM (Assets Under Management) | $ 1,698,967 |
Red Flags
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