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Avery Topkis

Colter Lewis Investment Partners, LLC

Greenwich, CT

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Current Employers
Colter Lewis Investment Partners, Llc

22 West Putnam Avenue Second Floor, Greenwich, CT 06830 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2026-03-05
  • CT RA
    APPROVED
    Since 2026-03-05

Branch Locations

22 West Putnam Avenue Second Floor, Greenwich, CT 06830 • 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
Colter Lewis Investment Partners Greenwich CT 06/2022 Present
Student Atlanta GA 06/2015 06/2022
  • 06/2022 → Present
    Colter Lewis Investment Partners
    Greenwich, CT
  • 06/2015 → 06/2022
    Student
    Atlanta, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-20
  • S65 Uniform Investment Adviser Law Examination
    2025-12-20

View on SEC IAPD

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