Leslie
Lewis

Multigenerational.Black Inc

CRD#7630146
Investment Advisor
in New York, NY

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About this Advisor

Leslie Lewis is a financial advisor operating in New York, New York with 1 year of industry experience. Lewis is currently employed by Multigenerational.Black Inc. The advisor has gained experience at Chief Executive Officer And Chief Compliance Officer, Briar Patch Productions, Bookmark Publications and Business Insider. Lewis maintains a Series 65 license, designating them as an investment advisor representative, and is registered to operate in New York. Multigenerational.Black Inc is a registered investment business operating in New York, New York. It controls $43 thousand in total assets among its three client accounts, placing it among the smaller firms in the United States by assets under management. Of its three client accounts, 25% belong to high-net-worth investors who have more than $1 million in assets available to invest. The firm offers a few services, including financial planning services, portfolio management for individuals and small businesses and educational seminars. Financial advisory fee schedules largely depend on which service is offered. Fees billed by Multigenerational.Black Inc typically consist of fixed fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Fixed Fees

Office Location

New York, NY

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Multigenerational.Black Inc Brokerage Details

Total Assets Under Management

$43,118

Total Number of Employees

1

Total Number of Accounts

3

Average Account Size

$14,373

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

Leslie Lewis Work History

Leslie has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Chief Executive Officer And Chief Compliance Officer

2022 - Present (2 years)

Business Insider

2014 - Present (10 years)

Bookmark Publications

2012 - Present (12 years)

Briar Patch Productions

*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 Leslie 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 Multigenerational.Black Inc

Leslie Lewis
New York, NY

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.

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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.

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