Mark P. Lewis

GW&K INVESTMENT MANAGEMENT

Boston, MA 02116

Some features on this profile are disabled

CRD#: 7549684

Professional summary

Mark Patrick Lewis, CFP® is a registered financial advisor currently at GW&K INVESTMENT MANAGEMENT, LLC located in Boston, Massachusetts.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Mark has worked at 1 firm .

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Patrick 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

Start date: 2020

Experience

Current

July 7, 2022 - Present

GW&K INVESTMENT MANAGEMENT, LLC

Office #1: 222 Berkeley Street 15th Floor, Boston, MA 02116

RIA

CRD#: 121942

Boston, MA

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".

GW&K INVESTMENT MANAGEMENT, LLC

GANNETT WELSH & KOTLER INC. | GW&K INVESTMENT MANAGEMENT, LLC | GANNETT WELSH & KOTLER, LLC

CRD#: 121942 / SEC#: 801-61559

RIA

Registered Investment Advisory firm - (11/18/2002 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

Massachusetts
(7/7/2022)

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

Current Firm

GW&K INVESTMENT MANAGEMENT, LLC

GANNETT WELSH & KOTLER INC. | GW&K INVESTMENT MANAGEMENT, LLC | GANNETT WELSH & KOTLER, LLC

CRD#: 121942 / SEC#: 801-61559

RIA

Registered Investment Advisory firm - (11/18/2002 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

222 Berkeley Street 15th Floor, Boston, MA 02116

Mailing Address

Phone number

(617) 236-8900

Established

Firm type

Fiscal year end

# of Employees

180

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

GW&K FORM ADV PART 2A (3/27/2025)

Regulatory assets under management

Total Number of Accounts	50,559
AUM (Assets Under Management)	$ 52,933,746,966

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.

Similar Advisors

Martin Robbins

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Norwell, MA

Tamara Rose

STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC

BOSTON, MA

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Mark P. Lewis

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Patrick Lewis's CRS (Customer Relationship Summary).

Certified licenses

Experience

GW&K INVESTMENT MANAGEMENT, LLC

Primary Firm SEC Registration

GW&K INVESTMENT MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Current Firm

GW&K INVESTMENT MANAGEMENT, LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GW&K INVESTMENT MANAGEMENT, LLC

TRUST BUT VERIFY

Similar Advisors