David Lewis

Employer firm

Wealth Enhancement Advisory Services, LLC CRD 116407

$122B regulatory AUM 327 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• ERISA 3(38) INVESTMENT MANAGER

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

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

Current Employers

Employment History

• 01/2013 → 03/2018
  Fintrust Investment Advisory Services, Llc
  Greenville, SC
• 01/2013 → 09/2024
  Fintrust Brokerage Services, Llc
  Greenville, SC
• 03/2018 → 09/2024
  Fintrust Capital Advisors, Llc
  Greenville, SC
• 01/2018 → 09/2024
  Fintrust Capital Partners, Llc
  Greenville, SC
• 10/2024 → 06/2025
  Lpl Financial Llc
  Greenville, SC
• 10/2024 → Present
  Wealth Enhancement Group
  Greenville, SC
• 10/2024 → Present
  Wealth Enhancement Advisory Services
  Greenville, SC
• 10/2024 → Present
  Wealth Enhancement Brokerage Services
  Greenville, SC

Previous Registrations

• 2018-03-23 → 2024-10-03
  Fintrust Capital Advisors, Llc
  Greenville, SC
• 2013-01-29 → 2018-03-28
  Fintrust Investment Advisory Services, Llc
  Greenville, SC

Other Businesses

LEWIS ASSET MANAGEMENT LLC / Real Estate Rental / Inv. Related / Owner / Greenville, SC / Start date COLEMAN RESEARCH GROUP / Consulting / Non Inv. Related / NEW YORK NY / Start date 01/01/2014 BKD CAPITAL LLC / Real Estate Rental / Inv. Related / Greenville, SC / Start date 04/01/2015 - 1 Hrs per month WEALTH ENHANCEMENT ADVISORY SERVICES LLC - Registered Investment Advisor Hybrid - Advisor - Investment Related - At Reported Business Location(s) - Start Date 9/3/24 - 160 Hours Per Month/ 8 Hours During Trading - I provide investment advisory services through WEALTH ENHANCEMENT ADVISORY SERVICES LLC, an independent investment advisor firm. I started this business activity in 10/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its service6s at http://www.adviserinfo.sec.gov/IAPD.

Exams

• S63 Uniform Securities Agent State Law Examination
  2013-10-08

Designations

• Chartered Financial Analyst

Other Names

• David Lewis Lewis
• David Eric Lewis