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Frederick Bernard Lewis

Osaic Wealth, Inc.

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About Frederick Bernard Lewis

Frederick Bernard Lewis is an investment advisor representative and registered representative at Osaic Wealth, Inc. with more than 2 years of experience in the financial industry. Frederick is also a licensed insurance agent and offers fixed insurance products. Frederick holds the Series 66, Series 7TO and the SIE licenses. Frederick is registered to provide investment advisory services in Arizona, California, Hawaii, Oregon, Texas, and Washington. Frederick is a financial professional who can help with a range of needs including financial planning, pension consulting, and portfolio management.

Firm Information

Frederick Lewis is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a corporation headquartered in Scottsdale, AZ. The firm has been approved and operates as an investment advisor, offering financial planning, pension consulting, and educational seminars. Osaic Wealth, Inc. manages assets for individuals, businesses, and charitable organizations, and participates in wrap fee programs.
Osaic Wealth, Inc.

18700 N. HAYDEN ROAD

SCOTTSDALE, AZ 85255

$94.56B

Assets Under Management

39,691

Total Clients

8,460

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Frederick Lewis’s Registration & Firm History

CA

01/24/2025 - Present

Osaic Wealth, Inc. (SAN RAMON CA)

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Licenses & Designations

BOTH

Issued 09/20/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/06/2021

Series 7TO - General Securities Representative Examination

BC

Issued 12/21/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Frederick Bernard Lewis.
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