Eric
Aposhian
Lewis Asset Management
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About this Advisor
Eric Aposhian is a financial advisor based out of Pittston, Pennsylvania with a total of 6 years of relevant experience. Aposhian works at Lewis Asset Management. The advisor has gained experience at Fsc Securities Corporation and Lewis Asset Management, LLC. Aposhian has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can advise clients in Florida, New Jersey and Pennsylvania. Lewis Asset Management is a business that has its headquarters in Lafayette, CA. The company has just three financial advisors. It controls $154 million in assets across its 225 accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. Of its 225 accounts, 27% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. Lewis Asset Management performs a set of services, such as financial planning services and portfolio management for individuals and small businesses. Financial advisory fee schedules largely depend on which services are offered. Fees charged by Lewis Asset Management typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lewis Asset Management Brokerage Details
$153,655,713
3
225
$682,914
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Eric Aposhian Work History
Eric has been registered as a financial advisor for 6 years.*
Lewis Asset Management, LLC
Fsc Securities Corporation
*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 Eric Aposhian 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 Lewis Asset Management
Pittston, PA
Lafayette, CA
Pittston, PA
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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