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KL

Kristopher G. Lewis

TUTTLE WEALTH PARTNERS LLC
Charlotte, NC
Some features on this profile are disabled
CRD#: 6351200
KL

Professional summary

Kristopher Garrett Lewis, CFP®, who also goes by Kris Lewis, Kristopher G Lewis, is a registered financial advisor currently at TUTTLE WEALTH PARTNERS LLC located in Charlotte, North Carolina.

Kristopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Kristopher has worked at 4 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Kris Lewis | Kristopher G 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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kristopher Garrett 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

Experience

Current

February 4, 2026 - Present

TUTTLE WEALTH PARTNERS LLC

RIA
CRD#: 338406
Charlotte, NC
Past

October 30, 2025 - February 4, 2026

CG ADVISORY SERVICES

RIA
CRD#: 110929
Charlotte, NC
Past

October 18, 2018 - August 5, 2025

VANGUARD ADVISERS, INC.

RIA
CRD#: 106715
CHARLOTTE, NC
Past

July 8, 2014 - August 5, 2025

VANGUARD MARKETING CORPORATION

BD
CRD#: 7452
CHARLOTTE, NC

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".
TW
TUTTLE WEALTH PARTNERS LLC
TUTTLE WEALTH | TUTTLE WEALTH PARTNERS LLC

CRD#: 338406 / SEC#: 801-134636

RIA
Registered Investment Advisory firm - (11/14/2025 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
Connecticut
(2/4/2026)
IAR
North Carolina
(2/4/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 7/17/2014
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/8/2014
General Securities Representative Examination

Current Firm

TW
TUTTLE WEALTH PARTNERS LLC
TUTTLE WEALTH | TUTTLE WEALTH PARTNERS LLC

CRD#: 338406 / SEC#: 801-134636

RIA
Registered Investment Advisory firm - (11/14/2025 Approved)
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Contact information

Main Address
Riverside, CT
Mailing Address
Phone number
(888) 723-2821
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

TUTTLE WEALTH PARTNERS ADV PART 2A BROCHURE (9/26/2025)

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

TUTTLE WEALTH PARTNERS LLC

CRD#: 338406Charlotte, NC

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