Lindsey Carolyn Lewis
Investment Adviser Representative at Savvy
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Lindsey Carolyn Lewis is an investment adviser representative with Savvy in Saratoga Springs, UT, where they have been registered since 2026. They have worked in the securities industry since 2021 and have been registered with 5 firms, including Osaic Wealth, Inc. and Ellevest. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Texas and Utah.
Registrations & licenses
- Investment adviser:
- Texas, Utah
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Certified Track & Field Official USATFJan 2012 – Mar 2020Orem, UT
- The Vanguard Group, Inc.Jul 2019 – Oct 2020Charlotte, NC
- Soltis Investment Advisors, LLCJul 2015 – Jun 2019Salt Lake City, UT
- Utah Valley UniversityAug 2016 – Aug 2017Orem, UT
- EllevestMay 2022 – Oct 2022Fort Mill, SC
- The American College of Financial ServicesNov 2020 – no end date reportedKing of Prussia, PA
- Osaic Wealth, IncOct 2025 – Apr 2026Kirkland, WA
- SavvyApr 2026 – no end date reportedOrem, UT
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Savvy
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $500,000 (waivable)
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Personalized financial planning, personalized investment management, and a digital dashboard for tracking investments, net worth, and progress toward financial goals, delivered by dedicated financial advisors backed by technology
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 159
- Offices listed on AdvisorFinder:
- 3
- Main office:
- New York, NY
- SEC file number:
- 801-123656
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 31, 2026
View full firm profileOther advisors at Savvy
Showing 12 of 159 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Lindsey Carolyn Lewis has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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