Lewis Allen Post

Employer firm

Newedge Advisors CRD 171351

$43.2B regulatory AUM 122 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

• 07/1993 → 01/2022
  Citigroup Global Markets Inc.
  Oklahoma City, OK
• 06/2009 → 01/2022
  Morgan Stanley Smith Barney
  Oklahoma City, OK
• 01/2015 → 01/2022
  Morgan Stanley Private Bank, National Association
  New York, NY
• 01/2022 → Present
  Newedge Securities, Inc.
  Pittbsurgh, PA
• 01/2022 → Present
  Newedge Advisors, Llc.
  New Orleans, LA
• 01/2015 → 01/2022
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2009-06-01 → 2022-02-01
  Morgan Stanley
  Oklahoma City, OK
  Oklahoma City, OK
  Norman, OK
• 2007-04-02 → 2009-06-01
  Citigroup Global Markets Inc.
  Lafayette, LA
  Oklahoma City, OK
  Lafayette, LA

Other Businesses

1.ClearPath Wealth Partners~~INVESTMENT RELATED~ At reported business location(s)~FINANCIAL SERVICES BUSINESS DBA/ClearPath Wealth Partners - DBA name for brokerage business through NewEdge Advisors, LLC. - January 2022~160 HRS PER MONTH~100% PER MONTH DURING MARKET~FINANCIAL PLANNING, BUY SELL INVESTMENTS, SERVICE ACCOUNTS, Commission Based Securities Business. 2.Fixed Insurance and Fixed Annuities*Yes Invest*Norman OK*Insurance Agent*Fixed insurance and fixed annuities*1/12/22*4 Per mnth/0 Trade*Fixed insurance and fixed annuities

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-07-06
• S63 Uniform Securities Agent State Law Examination
  1990-03-23

Designations

• Certified Financial Planner

Other Names

• Lewis A Post