Sabina S. Lewis

AVANT-GARDE WEALTH

Smiths Grove, KY

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CRD#: 6208490

Professional summary

Sabina Smailhodzic Lewis, CFP®, who also goes by Sabina Smailhodzic, is a registered financial advisor currently at AVANT-GARDE WEALTH located in Smiths Grove, Kentucky.

Sabina is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Sabina has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Sabina Smailhodzic

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.

Sabina is the owner of (and ceramic and resin artist at) Colorflow Studio since January 2019. This is not an investment related business / affiliation. Sabina contributed approximately 0-5 hours per month during trading hours to this activity. Sabina works remotely at her home at 1641 Patterson Road, Smiths Grove, KY 42171. Sabina acts as Treasurer for the Southern Kentucky Collaborative Professionals as of February 2021. This is not an investment related business/affiliation. Sabina contributes 0-5 hours per month to this activity. Sabina works remotely at her home at 1641 Patterson Road, Smiths Grove, KY 42171.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sabina Smailhodzic 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®

CFP^®

Certified Financial Planner

Start date: 2016

Experience

Current

August 25, 2020 - Present

AVANT-GARDE WEALTH

RIA

CRD#: 308170

Smiths Grove, KY

Past

August 2, 2017 - February 28, 2020

JOURNEY FINANCIAL MANAGEMENT, LLC

RIA

CRD#: 153404

Smiths Grove, KY

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
(11/13/2024)

IAR

Kentucky
(8/25/2020)

IAR

Texas
(8/29/2024)

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

Current Firm

AVANT-GARDE WEALTH

AVANT-GARDE WEALTH | AVANT-GARDE WEALTH, LLC

CRD#: 308170 / SEC#:

California

Registered Investment Advisory firm - (11/13/2024 Approved)

Kentucky

Registered Investment Advisory firm - (8/25/2020 Approved)

Texas

Registered Investment Advisory firm - (7/26/2024 Conditional Restricted)

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Contact information

Main Address

Smiths Grove, KY

Mailing Address

Po Box 6, Smiths Grove, KY 42171

Phone number

(270) 883-0155

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	26
AUM (Assets Under Management)	$ 2,000,900

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.

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Sabina S. Lewis

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sabina Smailhodzic Lewis's CRS (Customer Relationship Summary).

Certified licenses

Experience

AVANT-GARDE WEALTH

JOURNEY FINANCIAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Current Firm

AVANT-GARDE WEALTH

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

AVANT-GARDE WEALTH

TRUST BUT VERIFY

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