Best Investors Account Sign in
Inactive

Lewis Ashby Martin

Commonwealth Financial Network

Charlottesville, VA

CRD 7287308

Claim This Profile
Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2020-10-26
  • VA RA
    APPROVED
    Since 2020-10-26

Branch Locations

Charlottesville, VA • 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
Cooley & Associates, Plc Charlottesville VA 03/2014 01/2020
Cooley & Martin Charlottesville VA 02/2020 Present
  • 03/2014 → 01/2020
    Cooley & Associates, Plc
    Charlottesville, VA
  • 02/2020 → Present
    Cooley & Martin
    Charlottesville, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-10-26
  • S65 Uniform Investment Adviser Law Examination
    2020-10-26
Other Names
  • Lewis Martin

View on SEC IAPD

More in Charlottesville, VA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor