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Kerry Moynihan Lewandowski

Herbert J. Sims & CO, Inc.

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About Kerry Moynihan Lewandowski

Kerry Lewandowski is a registered representative at Herbert J. Sims & CO, Inc. Kerry has been in the securities industry since 2012. Kerry holds Series 79, Series 52, Series 50, and SIE licenses. Kerry's office is located in Rockville, MD. Kerry is a municipal advisor representative.

Firm Information

Kerry Lewandowski is currently registered with Herbert J. Sims & CO, Inc.. Herbert J. Sims & CO, Inc. is a Corporation, formed on December 12, 2012. The firm is registered in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has been involved in 6 regulatory events and 2 arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

41

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.

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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Kerry Lewandowski’s Registration & Firm History

MD

06/05/2024 - Present

Herbert J. Sims & CO, Inc. (Rockville MD)

FL

08/13/2012 - 10/03/2022

HERBERT J. SIMS & CO, INC. (ORLANDO FL)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/15/2016

Series 50 - Municipal Advisor Representative Qualification Exam

BC

Issued 01/02/2013

Series 79 - Investment Banking Registered Representative Examination

BC

Issued 08/10/2012

Series 52 - Municipal Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kerry Moynihan Lewandowski.
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