Benjamin
Lewis
Lowell Blake & Associates Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Benjamin Lewis is a chartered financial analyst working in Boston, Massachusetts who has 3 years of industry experience. Lewis is an employee of Lowell Blake & Associates Inc. During their career, Lewis has held roles at Boston Private Wealth LLC, Brown Brothers Harriman, Colby College and Lowell Blake & Associates Inc. Lewis is registered to advise clients in Massachusetts and Texas. Lowell Blake & Associates Inc is a registered investment firm operating out of Boston, MA. It manages $597 million in total assets among its 432 customer accounts, placing it among the larger financial advisory firms in the United States by assets under management. The firm provides services to 22 charitable organizations. Of its 432 accounts, 30% are held by high-net-worth investors who have more than $1 million in assets available to invest. Lowell Blake & Associates Inc offers portfolio management for individuals and small businesses. Financial advisory fees largely vary depending on which service is offered. Fees billed by Lowell Blake & Associates Inc can be comprised of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Lowell Blake & Associates Inc Brokerage Details
$596,558,143
8
432
$1,380,922
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Benjamin Lewis Work History
Benjamin has been registered as a financial advisor for 3 years.*
Lowell Blake & Associates Inc
Boston Private Wealth LLC
Brown Brothers Harriman
Colby College
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Benjamin Lewis to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lowell Blake & Associates Inc
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
