Nicholas Lewandowski

WYZE WEALTH ADVISORS

CANONSBURG, PA 15317

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CRD#: 6412699

Professional summary

Nicholas Lewandowski, CFA, CFP®, who also goes by Nick Lewandowski, is a registered financial advisor currently at WYZE WEALTH ADVISORS, LLC located in Canonsburg, Pennsylvania.

Nicholas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Nicholas has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Nick Lewandowski

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.

Allegheny Cleanways, Treasurer, Non-profit Treasurer, Non-investment related, Started 2016, 10 HR/MO, 0 HR/MO/Trading, No annual Comp

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nicholas Lewandowski'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®

CFA

Chartered Financial Analyst

CFP^®

Certified Financial Planner

Experience

Current

September 18, 2024 - Present

WYZE WEALTH ADVISORS, LLC

Office #1: 1800 Main Street Suite 230, Canonsburg, PA 15317

RIA

CRD#: 329413

CANONSBURG, PA

Past

March 21, 2024 - August 23, 2024

TRUE WEALTH DESIGN, LLC

RIA

CRD#: 143194

CANONSBURG, PA

Past

April 11, 2017 - September 27, 2023

ALLEGHENY INVESTMENTS, LTD.

RIA

CRD#: 7597

PITTSBURGH, PA

Past

August 15, 2016 - September 27, 2023

ALLEGHENY INVESTMENTS, LTD.

CRD#: 7597

PITTSBURGH, PA

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".

WYZE WEALTH ADVISORS, LLC

CRD#: 329413 / SEC#: 801-129933

RIA

Registered Investment Advisory firm - (4/18/2024 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

Pennsylvania
(9/18/2024)

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

State Security Law Exam

IAR

Series 66

Date: 9/30/2016

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/15/2016

General Securities Representative Examination

Current Firm

WYZE WEALTH ADVISORS, LLC

CRD#: 329413 / SEC#: 801-129933

RIA

Registered Investment Advisory firm - (4/18/2024 Approved)

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Contact information

Main Address

1800 Main Street Suite 230, Canonsburg, PA 15317

Mailing Address

Phone number

(724) 747-6451

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (1/20/2025)

Regulatory assets under management

Total Number of Accounts	407
AUM (Assets Under Management)	$ 230,000,000

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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Nicholas Lewandowski

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nicholas Lewandowski's CRS (Customer Relationship Summary).

Certified licenses

Experience

WYZE WEALTH ADVISORS, LLC

TRUE WEALTH DESIGN, LLC

ALLEGHENY INVESTMENTS, LTD.

ALLEGHENY INVESTMENTS, LTD.

Primary Firm SEC Registration

WYZE WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/30/2016

SIE

Date: 10/1/2018

Series 7

Date: 8/15/2016

Current Firm

WYZE WEALTH ADVISORS, LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WYZE WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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