Richard
Lewis

Hightower Advisors, LLC

CRD#6091387
Investment Advisor
in Providence, RI

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About this Advisor

Richard Lewis is a financial advisor based in Providence, Rhode Island, working with Hightower Advisors, LLC. Richard has previously held positions as a student and at Hightower Securities, LLC. Richard has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Rhode Island. Currently, Richard is part of Hightower Advisors, LLC, which operates out of Providence, Rhode Island. The firm has 100 offices and 1,816 employees. The firm manages assets totaling $130.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Hightower Advisors, LLC includes asset-based, hourly, fixed, commission-based, and other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Office Location

3 Davol Square Suite 8330
Providence, RI 02903

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Hightower Advisors, LLC Brokerage Details

Total Assets Under Management

$130,239,337,374

RI Average: $6,674,516,078
Total Number of Employees

1,816

RI Average: 44
Total Number of Accounts

178,256

RI Average: 2,564
Average Account Size

$730,631

RI Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Richard Lewis Work History

2017 - Present (7 years)

Hightower Securities, LLC

2007 - 2017 (10 years)

Student

Disclosures

Please visit the SEC profile of Richard 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 Hightower Advisors, LLC

Phillip Barnhill
Chicago, IL
Emily Lassiter
Birmingham, AL
Jacob Brown
Chicago, IL
Alexandra Emma
Naples, FL
Mathew Kraines
Newport Beach, CA
Ashley Aguayo
San Diego, CA
David Bosak
Cleveland, OH
Jin Liu
Deerfield, IL

The content in this profile was updated by SmartAsset on 6/19/2024. 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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