Ian H. Lewis

LEGACYBRIDGE WEALTH MANAGEMENT

SAVANNAH, GA 31406

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CRD#: 7246278

Professional summary

Ian Hetzer Lewis, who also goes by Ian H Lewis, Ian Hetzer Lewis, Ian Lewis, is a registered financial advisor currently at LEGACYBRIDGE WEALTH MANAGEMENT, LLC located in Savannah, Georgia.

Ian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Ian has worked at 3 firms and has passed the Series 66, Series 63, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ian H Lewis | Ian Hetzer Lewis | Ian 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.

INSURANCE POSITION: Fixed Insurance NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 05/02/2023 ADDRESS: 136 Floyd L Griffin Street, STE A, Milledgeville GA 31061, United States DESCRIPTION: Sales of Fixed Annuities, Insurance, LTC, DI through Various Carriers. SouthEastern Elite Properties, LLC; Position Title: Principal; Investment Related; 2620 Davis Avenue Tifton GA 31794 ; Real Estate Investment company focused on multifamily/small commercial. Currently not generating revenue, but still active with SOS; Start date: 2023-08-23; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 0. Ian Lewis is an agent with LegacyBridge Planning Solutions, LLC, an insurance agency. It provides insurance solutions for our clients when needed.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ian Hetzer 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®

None

Experience

Current

December 5, 2024 - Present

LEGACYBRIDGE WEALTH MANAGEMENT, LLC

Office #1: 7393 Hodgson Memorial Dr Suite 202, Savannah, GA 31406

RIA

CRD#: 332997

SAVANNAH, GA

Past

March 1, 2023 - March 19, 2024

PRINCIPAL SECURITIES, INC.

RIA

CRD#: 1137

MILLEDGEVILLE, GA

Past

February 27, 2023 - March 19, 2024

PRINCIPAL SECURITIES, INC.

CRD#: 1137

MILLEDGEVILLE, GA

Past

January 25, 2021 - December 14, 2021

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

ATLANTA, GA

Past

September 29, 2020 - December 14, 2021

EQUITABLE ADVISORS, LLC

CRD#: 6627

ATLANTA, GA

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

Georgia
(12/5/2024)

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: 1/19/2021

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 10/13/2020

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 9/29/2020

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 7/14/2020

Securities Industry Essentials Examination

Current Firm

LEGACYBRIDGE WEALTH MANAGEMENT, LLC

LEGACYBRIDGE WEALTH MANAGEMENT, LLC | MICHAEL SMITH, LLC

CRD#: 332997 / SEC#:

Georgia

Registered Investment Advisory firm - (10/30/2024 Approved)

South Carolina

Registered Investment Advisory firm - (6/18/2025 Approved)

Virginia

Registered Investment Advisory firm - (1/2/2025 Approved)

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Contact information

Main Address

7393 Hodgson Memorial Dr Suite 202, Savannah, GA 31406

Mailing Address

Phone number

(912) 600-2022

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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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Ian H. Lewis

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ian Hetzer Lewis's CRS (Customer Relationship Summary).

Certified licenses

Experience

LEGACYBRIDGE WEALTH MANAGEMENT, LLC

PRINCIPAL SECURITIES, INC.

PRINCIPAL SECURITIES, INC.

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/19/2021

Series 63

Date: 10/13/2020

Series 7TO

Date: 9/29/2020

SIE

Date: 7/14/2020

Current Firm

LEGACYBRIDGE WEALTH MANAGEMENT, LLC

Contact information

Documents

Red Flags

Company Information

LEGACYBRIDGE WEALTH MANAGEMENT, LLC

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