Robert Mason Lewis

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 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

• 01/1999 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Beaver, PA

Previous Registrations

• 2005-01-14 → 2014-11-19
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Beaver, PA
  Cranberry Township, PA

Other Businesses

(1)Name of Business: St. Vincent De Paul Society Address: 865 2nd St, Beaver, PA, 15009, United States Activity Type: Religious Position/Title: Officer - Treasurer Investment Related: Yes Start Date: 09/30/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am one of five signers on the account. My Wife is the Treasurer.

Exams

• S66 Uniform Combined State Law Examination
  1999-04-27

Other Names

• Robert M Lewis