Frederick Bernard Lewis

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• 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

• 05/2019 → 01/2025
  Lincoln Financial Advisors
  San Ramon, CA
• 08/2018 → 05/2020
  California State University, Long Beach
  Long Beach, CA
• 01/2014 → 12/2017
  Las Positas College
  Livermore, CA
• 02/2014 → 07/2018
  Umigo Racing Inc.
  Livermore, CA
• 11/2021 → 01/2025
  Lincoln Financial Advisors
  San Ramon, CA
• 01/2025 → Present
  Osaic Wealth, Inc.
  San Ramon, CA

Previous Registrations

• 2021-10-29 → 2025-01-24
  Osaic Fa, Inc.
  San Ramon, CA

Other Businesses

1. FREDERICK LEWIS POSITION: Insurance Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 11/01/2021 ADDRESS: 6101 Bollinger Canyon Rd., Suite 225, San Ramon CA 94583, United States DESCRIPTION: I intend to conduct non-variable insurance and non-variable annuity sales.

Exams

• S66 Uniform Combined State Law Examination
  2021-09-20