Teresa W. Lewis
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.
Teresa Wo Lewis, who also goes by Teresa W. Lewis, was a registered financial professional .
Teresa is a previously registered financial professional and started their career in finance in 2009. Teresa had worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
August 20, 2009 - October 14, 2025
LEWIS ADVISORY GROUP
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Current Firm
LEWIS ADVISORY GROUP
CRD#: 151307 / SEC#: 801-70507
Contact information
Regulatory assets under management
| Total Number of Accounts | 53 |
| AUM (Assets Under Management) | $ 73,484,929 |
Red Flags
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