Robert Nolan Lewis

Employer firm

The Ameriflex Group CRD 305585

$9.66B regulatory AUM 486 advisory clients

Reported services (Item 5G)

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

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2017 → 09/2019
  Jasper'S Backyard
  Conshohocken, PA
• 08/2013 → 08/2017
  Syracuse University
  Syracuse, NY
• 03/2018 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 03/2018 → 08/2020
  Equitable Advisors, Llc
  New York, NY
• 08/2020 → 08/2023
  Fidelity Investments
  Sarasota, FL
• 08/2025 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 08/2025 → Present
  The Ameriflex Group
  Las Vegas, NV
• 06/2024 → 08/2025
  Path Financial Llc
  Sarasota, FL
• 08/2023 → 06/2024
  Umemployed
  Lakewood Ranch, FL

Previous Registrations

• 2024-06-14 → 2025-08-19
  Path Financial, Llc
  Sarasota, FL
  Sarasota, FL
  Sarasota, FL
• 2020-08-17 → 2023-08-16
  Fidelity Personal And Workplace Advisors
  Warrington, PA
• 2018-05-01 → 2020-08-05
  Equitable Advisors, Llc
  Glenside, PA
  Bala Cynwyd, PA
  Bala Cynwyd, PA

Other Businesses

1. THE AMERIFLEX GROUP, 8470 Enterprise Circle, Suite 110-B, Lakewood Ranch FL 34202, United States, 08/2025, Investment Advisor Representative, RIA Affiliation - other than CIRA, INV REL, 120 HR/MO - 120 HR/MO TRADING

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-09-12
• S66 Uniform Combined State Law Examination
  2018-04-25

Designations

• Certified Financial Planner

Other Names

• Robert N. Lewis
• R. Nolan Lewis
• Robert Lewis
• Nolan Lewis
• Robert Nolan Lewis
• R. Nolan Nolan Lewis