Inactive

Sarah Jane Lewis

New England Private Wealth Advisors, LLC

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Current Employers

New England Private Wealth Advisors, Llc

36 Washington Street, Suite 280, Wellesley, MA 02481-1922 • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2017-04-04

MA RA
APPROVED

Since 2017-04-04

Branch Locations

36 Washington Street, Suite 280, Wellesley, MA 02481-1922 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
New England Private Wealth Advisors	Wellesley	MA	05/2015	08/2023
New England Private Wealth Advisors	Wellesley	MA	08/2023	Present

05/2015 → 08/2023

New England Private Wealth Advisors

Wellesley, MA
08/2023 → Present

New England Private Wealth Advisors

Wellesley, MA

Designations

Other Names

Sarah J Lewis

View on SEC IAPD

Other Firms

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COMMONWEALTH FINANCIAL NETWORK

Other Investors

JEFFREY CHARLES SMITH

CHRISTOPHER KARL GAFFNEY

SHAUN PATRICK THOMPSON

ROBERTO MARIO PANDOLFI

ROBERT STEPHEN ROSELLI

EZRA EDDIE SHAMMAY

Other Offices

PEAK FINANCIAL MANAGEMENT INC · WELLESLEY, MA

EQUITABLE ADVISORS, LLC · WELLESLEY, MA

FOCUS PARTNERS WEALTH, LLC · Wellesley, MA

FOCUS PARTNERS WEALTH, LLC · Wellessley, MA

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · WELLESLEY, MA

FOCUS PARTNERS WEALTH, LLC · Wellesley, MA

FOCUS PARTNERS WEALTH, LLC · Wellelsey, MA

MORGAN STANLEY · Wellesley, MA

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