Andrew John Lewis

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

• 11/2021 → Present
  The Lewis Financial Group
  Ashburn, VA
• 03/2010 → 05/2020
  Wells Fargo Advisors Financial Network Llc
  Reston, VA
• 05/2020 → 11/2021
  Wells Fargo Advisors Financial Network Llc
  Ashburn, VA

Previous Registrations

• 2009-07-31 → 2021-11-08
  Wells Fargo Advisors Financial Network, Llc
  Ashburn, VA
  Vienna, VA
  Naples, FL
• 2001-04-11 → 2009-08-18
  Ubs Financial Services Inc.
  Mclean, VA
  Vienna, VA

Other Businesses

1. GENESIS PARTNERS, LLC, NON INVESTMENT RELATED, 20755 WILLIAMSPORT PLACE, SUITE 140, ASHBURN, VA 20147, BUSINESS ENTITY IS FOR OWNERSHIP OF ADVISORY PRACTICE REAL ESTATE, MANAGER, 2010, APPROXIMATELY 5 HOURS PER MONTH, DUTIES INCLUDE PAYING OFFICE CONDO MORTGAGE AND OFFICE EXPENSES FOR THE ENTITY. 2. COMMUNITY FOUNDATION OF LOUDOUN AND NORTHERN FAUQUIER COUNTIES, INVESTMENT RELATED, NON PROFIT ORGANIZATION , INVESTMENT COMMITTEE MEMBER, 2-3 HOURS PER QUARTER. 3. INDIVIDUAL INSURANCE AGENT, NOT INVESTMENT RELATED, 20755 WILLIAMSPORT PLACE, SUITE 140, ASHBURN, VA 20147, INDIVIDUAL AGENT FOR FIXED INSURANCE SALES, 2-3 HOURS PER QUARTER DURING BUSINESS HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-02-22
• S63 Uniform Securities Agent State Law Examination
  1992-07-10