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Kevin T Lewis

Commonwealth Financial Network

Woodstock, CT

CRD 7949910

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Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 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:

Current Employers
Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2024-08-15
  • CT RA
    APPROVED
    Since 2024-08-15

Branch Locations

Woodstock, CT • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pricewaterhousecoopers (Pwc) Advisory Services Llc Boston MA 08/2011 06/2024
Pricewaterhousecoopers (Pwc) Advisory Services Llc Boston MA 07/2024 Present
Commonwealth Financial Network Waltham MA 07/2024 Present
  • 08/2011 → 06/2024
    Pricewaterhousecoopers (Pwc) Advisory Services Llc
    Boston, MA
  • 07/2024 → Present
    Pricewaterhousecoopers (Pwc) Advisory Services Llc
    Boston, MA
  • 07/2024 → Present
    Commonwealth Financial Network
    Waltham, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-15
  • S65 Uniform Investment Adviser Law Examination
    2024-08-15

View on SEC IAPD

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