Harold Clarke Lewis

Employer firm

Ubs Financial Services Inc. CRD 8174

$916B regulatory AUM 18,245 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 06/2017 → 08/2021
  Discovery Land Company
  Westhampton Beach, NY
• 08/2019 → 05/2023
  Villanova University
  Villanova, PA
• 07/2023 → Present
  Ubs
  New York, NY
• 09/2015 → 06/2019
  Westhampton Beach Highschool
  Westhampton Beach, NY
• 06/2022 → 08/2022
  Ubs
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2024-04-16

Other Names

• Clarke Lewis
• Harold Clarke Lewis