Lewis
Ratti

Hartford Funds

CRD#4727372
Investment Advisor
in Wynnewood, PA

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About this Advisor

Lewis Ratti is a financial advisor operating out of Wynnewood, Pennsylvania with a total of 5 years of industry experience. Ratti is an employee of Hartford Funds. The advisor has gained experience at Bank Of New York Mellon, Penn State University, Hartford Funds Distributors, LLC, Sei Investments Company, Pnc Bank and Hartford Funds Management Company, LLC. Ratti maintains Series 66 and Series 63 licenses, designating them as a securities representative, and is approved to work in Pennsylvania. Hartford Funds is a financial advisory business based in Wayne, PA. It administers $122 billion in total assets across its 78 client accounts, placing it among the largest financial advisory firms in the United States by assets under management. Hartford Funds offers a number of services, such as portfolio management for investment companies, portfolio management for pooled investment vehicles, selection of other advisers and other services. Financial advisory fees usually are based on which services are offered. Fees charged by Hartford Funds likely are comprised of any combination of asset-based and other fees.

Certifications and Registrations

Series 66, Series 63

Years Registered*

5 years

Services Offered

Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Others

Office Location

Wynnewood, PA

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Hartford Funds Brokerage Details

Total Assets Under Management

$122,211,169,145

PA Average: $15,833,994,310
Total Number of Employees

372

PA Average: 41
Total Number of Accounts

78

PA Average: 3,342
Average Account Size

$1,566,809,861

PA Average: $4,737,880

Investment Advisory Services

  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Selection of other advisers
  • Other

Lewis Ratti Work History

Lewis has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Hartford Funds Management Company, LLC

2017 - Present (7 years)

Hartford Funds Distributors, LLC

2017 - 2017 (< 1 year)

Pnc Bank

2015 - 2017 (2 years)

Sei Investments Company

2013 - 2015 (2 years)

Bank Of New York Mellon

2012 - 2016 (4 years)

Penn State University

*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 Lewis Ratti 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 Hartford Funds

Jake Maclean
Wayne, PA
Christopher Unis
Wayne, PA
Jason Schechter
Wayne, PA
Joseph Miller
Wayne, PA
Anthony Monterosso
Wayne, PA
Joseph Melcher
Wayne, PA
William Pauley
Sellersville, PA
Julie Genjac
Wayne, 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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