Michael V Lewis

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 07/2019 → 02/2024
  Cjl Fine Jewelry Design
  Hopewell Junction, NY
• 07/2026 → Present
  Fidelity Investments
  Albany, NY
• 08/2020 → 10/2020
  Us Census Bureau
  Suitland, MD
• 05/2019 → 07/2019
  Unemployed
  Hopewell Junction, NY
• 02/2024 → 07/2026
  Hudson Valley Credit Union
  Lake Katrine, NY
• 07/2016 → 05/2019
  Binghamton University
  Binghamton, NY

Exams

• S66 Uniform Combined State Law Examination
  2024-12-19

Other Names

• Michael Vincent Lewis
• Michael V Lewis
• Michael Lewis