Travis M. Lewicki

KRIS LEWICKI & ASSOCIATES

Coral Springs, FL 33067

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CRD#: 7112386

Professional summary

Travis Marian Lewicki is a registered financial advisor currently at KRIS LEWICKI & ASSOCIATES, LLC located in Coral Springs, Florida.

Travis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Travis has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Marian Lewicki Group, LLC, 5337 Courtney Circle, Boynton Beach, Florida 33472. The entity is a non-public Limited Liability Company that handles salary, business expenses, and operational costs for Mr. Lewicki business services. Not Investment-Related. Since July of 2019, Mr. Lewicki is the sole Managing Member and he spends less than 1% of his time monthly, outside of trading hours, on the management of this business entity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Travis Marian Lewicki'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®

None

Experience

Current

June 20, 2019 - Present

KRIS LEWICKI & ASSOCIATES, LLC

Office #1: 7401 Wiles Road Suite 323, Coral Springs, FL 33067

RIA

CRD#: 156536

Coral Springs, FL

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

Florida
(6/20/2019)

IAR

North Carolina
(8/9/2021)

IAR

Texas
(7/22/2019)

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 65

Date: 6/18/2019

Uniform Investment Adviser Law Examination

Current Firm

KRIS LEWICKI & ASSOCIATES, LLC

CRD#: 156536 / SEC#:

Florida

Registered Investment Advisory firm - (4/29/2011 Approved)

North Carolina

Registered Investment Advisory firm - (8/4/2021 Approved)

Texas

Registered Investment Advisory firm - (6/6/2019 Conditional Restricted)

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Contact information

Main Address

7401 Wiles Road Suite 323, Coral Springs, FL 33067

Mailing Address

P.o. Box 030370, Fort Lauderdale, FL 33303-0370

Phone number

(954) 324-3550

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	212
AUM (Assets Under Management)	$ 83,600,000

Red Flags

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

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Travis M. Lewicki

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Travis Marian Lewicki's CRS (Customer Relationship Summary).

Certified licenses

Experience

KRIS LEWICKI & ASSOCIATES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/18/2019

Current Firm

KRIS LEWICKI & ASSOCIATES, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

KRIS LEWICKI & ASSOCIATES, LLC

TRUST BUT VERIFY

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