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SL

Sarah J. Lewis

NEW ENGLAND PRIVATE WEALTH ADVISORS
Wellesley, MA 02481-1922
Some features on this profile are disabled
CRD#: 6097973
SL

Professional summary

Sarah Jane Lewis, CFP®, who also goes by Sarah J Lewis, is a registered financial advisor currently at NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC located in Wellesley, Massachusetts.

Sarah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Sarah has worked at 1 firm .

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Sarah J 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.
POLAR INDUSTRIES INC. 32 GRAMAR AVENUE PROSPECT, CT 06712 NON-INVESTMENT RELATED FAMILY BUSINESS: MANUFACTURING COMPANY CONSULTANT FEBRUARY 2, 2016 TO PRESENT DEVOTES 1-2 HOURS PER MONTH REVIEWING FINANCIAL STATEMENTS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sarah Jane Lewis's CRS (Customer Relationship Summary).
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®
CFP®

Certified Financial Planner

Start date: 2016

Experience

Current

April 4, 2017 - Present

NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC

Office #1: 36 Washington Street, Suite 280, Wellesley, MA 02481-1922
RIA
CRD#: 133790
Wellesley, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
NE
NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC
NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC

CRD#: 133790 / SEC#: 801-63830

RIA
Registered Investment Advisory firm - (1/27/2005 Approved)

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
Massachusetts
(4/4/2017)

Exams

Current Firm

NE
NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC
NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC

CRD#: 133790 / SEC#: 801-63830

RIA
Registered Investment Advisory firm - (1/27/2005 Approved)
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Contact information

Main Address
36 Washington Street, Suite 280, Wellesley, MA 02481-1922
Mailing Address
Phone number
(781) 416-1700
Established
Firm type
Fiscal year end
# of Employees
21

SEC notice filing (10 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

NEPWA ADV PART 2A (9/3/2025)

Regulatory assets under management

Total Number of Accounts2,761
AUM (Assets Under Management)$ 2,999,207,083

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
11/13/2024
Cover Page
Report
10/12/2023
Cover Page
Report
01/05/2023
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

Company Information

NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC

CRD#: 133790Wellesley, MA 02481-1922

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