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Sarah Jane Lewis

New England Private Wealth Advisors, LLC

Wellesley, MA

CRD 6097973

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Employer firm

New England Private Wealth Advisors, LLC CRD 133790

$5.09B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
New England Private Wealth Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
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
OrganizationCityStateFromTo
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
  • Certified Financial Planner
Other Names
  • Sarah J Lewis

View on SEC IAPD

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