Keith A Lewis
Professional Summary
Keith A Lewis is a registered financial advisor currently at OMEGA WEALTH PRIVATE CAPITAL LLC located in Cincinnati, Ohio. Keith is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Keith has worked at 2 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
4 years in the financial services industry
Current & Past Employments
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Current Firm
OLSON & WILSON PRIVATE CAPITAL LLC | OMEGA WEALTH PRIVATE CAPITAL LLC
Contact Information
Main Address
7870 E. Kemper Road #430, Cincinnati, OH 45249Phone Number
(513) 657-1072# of Employees
10Documents
Regulatory Assets Under Management
Total Number of Accounts
706AUM (Assets Under Management)
$102,298,856Similar Advisors
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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.
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CAPITAL ADVISORY SERVICES, LLC
State Registrations and Notice Filings
(3/18/2025)
(3/18/2025)
(3/3/2025)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6TO — Investment Company Products/Variable Contracts Representative Examination
Passed Sep 2022About the Series 6TO examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Keith A Lewis's CRS (Customer Relationship Summary).
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