SEC CRD #801-119654
RD Lewis Wealth Management is an independent financial advisory firm that provides investment management services to individuals, families, and businesses. 253 North Orlando Avenue, Suite 302, Maitland, FL. Financial Planning Portfolio Management for Individuals or Small Businesses RD LEWIS WEALTH MANAGEMENT. RD LEWIS HOLDINGS, INC., Approved 10/20/2020 Florida Terminated 11/23/2020 paid for providing advice about securities to clients.
MORGAN S. LEWIS
CHIEF COMPLIANCE OFFICER
📞 (407) 446-3737
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AUM
$257M
Location
MAITLAND, FL
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