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EH

Elisa Hasan

THE LEWIS FINANCIAL GROUP
Ashburn, VA 20147
Some features on this profile are disabled
CRD#: 7071536
EH

Professional summary

Elisa Hasan, who also goes by Elisa Reiner, is a registered financial advisor currently at THE LEWIS FINANCIAL GROUP located in Ashburn, Virginia.

Elisa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Elisa has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Elisa Reiner

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.
NOTARY PUBLIC, NOT INVESTMENT RELATED, ASHBURN, VA, STARTING JUNE 2022, 1 HOUR PER MONTH

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Elisa Hasan'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®
None

Experience

Current

June 22, 2023 - Present

THE LEWIS FINANCIAL GROUP

Office #1: 20755 Williamsport Place Suite 140, Ashburn, VA 20147
RIA
CRD#: 315692
Ashburn, VA

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".
TL
THE LEWIS FINANCIAL GROUP
GENESIS PRIVATE WEALTH, LLC | THE LEWIS FINANCIAL GROUP | GENESIS PRIVATE WEALTH, LLC DBA THE LEWIS FINANCIAL GROUP

CRD#: 315692 / SEC#: 801-122157

RIA
Registered Investment Advisory firm - (8/23/2021 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
Virginia
(6/22/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/22/2023
Uniform Investment Adviser Law Examination

Current Firm

TL
THE LEWIS FINANCIAL GROUP
GENESIS PRIVATE WEALTH, LLC | THE LEWIS FINANCIAL GROUP | GENESIS PRIVATE WEALTH, LLC DBA THE LEWIS FINANCIAL GROUP

CRD#: 315692 / SEC#: 801-122157

RIA
Registered Investment Advisory firm - (8/23/2021 Approved)
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Contact information

Main Address
20755 Williamsport Place Suite 140, Ashburn, VA 20147
Mailing Address
Phone number
(703) 288-1272
Established
Firm type
Fiscal year end
# of Employees
5

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

THE LEWIS FINANCIAL GROUP FORM ADV PART 2A APPENDIX 1 WRAP FEE PROGRAM BROCHURE (3/31/2025)
THE LEWIS FINANCIAL GROUP FORM ADV PART 2A BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts527
AUM (Assets Under Management)$ 313,916,045

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

THE LEWIS FINANCIAL GROUP

CRD#: 315692Ashburn, VA 20147

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