Robert Nolan Lewis
Investment Adviser Representative at THE Ameriflex Group
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Robert Nolan Lewis is an investment adviser representative with The Ameriflex Group in Lakewood Ranch, FL, where they have been registered since 2025. They have worked in the securities industry since 2019 and have been registered with 4 firms, including PATH Financial, LLC and Fidelity Personal and Workplace Advisors. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Florida and Texas.
Office
Advisors at this office: 4
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Florida, Texas
- Broker:
12 states and territories
Arizona, California, Florida, Georgia, Illinois, New Jersey, New York, North Carolina, Pennsylvania, Texas, Virginia, West Virginia
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.
- Jasper's BackyardSep 2017 – Sep 2019Conshohocken, PA
- Syracuse UniversityAug 2013 – Aug 2017Syracuse, NY
- AXA Advisors, LLCMar 2018 – Jun 2020New York, NY
- Equitable Advisors, LLCMar 2018 – Aug 2020New York, NY
- Fidelity InvestmentsAug 2020 – Aug 2023Sarasota, FL
- Cambridge Investment Research, Inc.Aug 2025 – no end date reportedFairfield, IA
- The Ameriflex GroupAug 2025 – no end date reportedLas Vegas, NV
- Path Financial LLCJun 2024 – Aug 2025Sarasota, FL
- UmemployedAug 2023 – Jun 2024Lakewood Ranch, FL
Official records & sources
Data as of June 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About THE Ameriflex Group
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
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
Transitional wealth planning
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:
- 193
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Las Vegas, NV
- SEC file number:
- 801-117784
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 11, 2026
View full firm profileOther advisors at THE Ameriflex Group
Showing 12 of 193 in the directory
Similar advisors in Lakewood Ranch, FL
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Robert Nolan 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched