NL
Noah M. Lewis
SCHOLAR FINANCIAL ADVISING
WINSTON-SALEM, NC 27103
Some features on this profile are disabled
CRD#: 7854555
NL
Professional summary
Noah Matthew Lewis is a registered financial advisor currently at SCHOLAR FINANCIAL ADVISING, LLC located in Winston-salem, North Carolina.
Noah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Noah has worked at 1 firm and has passed the Series 65 and SIE exams.
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.
Noah Lewis; Investment-related; Private residence in Lexington, NC; Insurance sales; Insurance agent; Start date: 05/08/2024; 0 hours per month; 0 hours per month during securities trading hours; Insurance sales.
CRS (Client Relationship Summary) - RIA
Click below to view Noah Matthew 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®
NoneExperience
Current
July 16, 2025 - Present
SCHOLAR FINANCIAL ADVISING, LLC
Office #1: 380 Knollwood Street Suite 410, Winston-salem, NC 27103RIA
CRD#: 298968
WINSTON-SALEM, NC
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".
SCHOLAR FINANCIAL ADVISING, LLC
SCHOLAR FINANCIAL ADVISING LLC | SCHOLAR FINANCIAL ADVISING, LLC
CRD#: 298968 / SEC#: 801-130382
RIA
Registered Investment Advisory firm - (5/28/2024 Approved)Alabama
Registered Investment Advisory firm - (6/3/2024 Terminated)California
Registered Investment Advisory firm - (7/3/2024 Terminated)Colorado
Registered Investment Advisory firm - (6/3/2024 Terminated)Florida
Registered Investment Advisory firm - (6/3/2024 Terminated)Georgia
Registered Investment Advisory firm - (6/6/2024 Terminated)Illinois
Registered Investment Advisory firm - (6/3/2024 Terminated)Louisiana
Registered Investment Advisory firm - (6/10/2024 Terminated)New Hampshire
Registered Investment Advisory firm - (8/22/2019 Terminated)New York
Registered Investment Advisory firm - (6/3/2024 Terminated)North Carolina
Registered Investment Advisory firm - (6/3/2024 Terminated)Ohio
Registered Investment Advisory firm - (6/3/2024 Terminated)Pennsylvania
Registered Investment Advisory firm - (6/5/2024 Terminated)South Carolina
Registered Investment Advisory firm - (6/3/2024 Terminated)Texas
Registered Investment Advisory firm - (6/3/2024 Terminated)Virginia
Registered Investment Advisory firm - (6/4/2024 Terminated)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
North Carolina(7/16/2025)
IAR
Texas(7/16/2025)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
SCHOLAR FINANCIAL ADVISING, LLC
SCHOLAR FINANCIAL ADVISING LLC | SCHOLAR FINANCIAL ADVISING, LLC
CRD#: 298968 / SEC#: 801-130382
RIA
Registered Investment Advisory firm - (5/28/2024 Approved)Alabama
Registered Investment Advisory firm - (6/3/2024 Terminated)California
Registered Investment Advisory firm - (7/3/2024 Terminated)Colorado
Registered Investment Advisory firm - (6/3/2024 Terminated)Florida
Registered Investment Advisory firm - (6/3/2024 Terminated)Georgia
Registered Investment Advisory firm - (6/6/2024 Terminated)Illinois
Registered Investment Advisory firm - (6/3/2024 Terminated)Louisiana
Registered Investment Advisory firm - (6/10/2024 Terminated)New Hampshire
Registered Investment Advisory firm - (8/22/2019 Terminated)New York
Registered Investment Advisory firm - (6/3/2024 Terminated)North Carolina
Registered Investment Advisory firm - (6/3/2024 Terminated)Ohio
Registered Investment Advisory firm - (6/3/2024 Terminated)Pennsylvania
Registered Investment Advisory firm - (6/5/2024 Terminated)South Carolina
Registered Investment Advisory firm - (6/3/2024 Terminated)Texas
Registered Investment Advisory firm - (6/3/2024 Terminated)Virginia
Registered Investment Advisory firm - (6/4/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
380 Knollwood Street Suite 410, Winston-salem, NC 27103
Mailing Address
Phone number
(336) 360-6833
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (21 States and Territories)
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
