Elisa Hasan

Employer firm

The Lewis Financial Group CRD 315692

$482M regulatory AUM 27 advisory clients

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:

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

Current Employers

Employment History

• 06/2022 → Present
  The Lewis Financial Group
  Ashburn, VA
• 03/2019 → 06/2022
  Edward Jones
  Falls Church, VA
• 07/2018 → 02/2019
  Care With Love, Llc
  Fairfax, VA
• 06/2016 → 07/2018
  Ashby Ponds Retirement Community: Erickson Living
  Ashburn, VA

Other Businesses

NOTARY PUBLIC, NOT INVESTMENT RELATED, ASHBURN, VA, STARTING JUNE 2022, 1 HOUR PER MONTH

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-06-22

Other Names

• Elisa Reiner