Andrew Lewis has been Manager, Chief Compliance Officer of Genesis Private Wealth since July 2021, is a control person of the firm and directly owns 75% or more of it.
Genesis Private Wealth, LLC is an Ashburn, VA firm with $482M under management, 308 clients and 3 advisers in one office, as of its July 2026 filing.
Andrew Lewis is Managing Principal, Chief Compliance Officer and Investment Adviser of The Lewis Financial Group, based in Ashburn, Virginia. He entered the industry in 1992 and launched The Lewis Financial Group in 2009. In 2021 he registered the firm as a Registered Investment Advisor (RIA).
Andrew Lewis’ longest registration was 12 years at Wells Fargo Advisors Financial Network, LLC (2009–2021). Before joining Genesis Private Wealth in 2021, Andrew Lewis was registered through Wells Fargo Advisors Financial Network, LLC and UBS Financial Services Inc.
- The Lewis Financial GroupCurrent– present · 4 yearsAshburn, VA · Adviser representative · Firm CRD 315692
- Wells Fargo Advisors Financial Network, LLC– · 12 yearsAshburn, VA · Adviser representative · Firm CRD 11025
- UBS Financial Services Inc.– · 8 yearsVienna, VA · Adviser representative · Firm CRD 8174
Professional designations
Listed by Genesis Private Wealth
- Certified Investment Management Analyst® (CIMA®)
- Chartered Mutual Fund Counselor® (CMFC®)
- Accredited Asset Management Specialist® (AAMS®)
Investment adviser representative registrations
Andrew Lewis is registered as an investment adviser representative in 2 states. The first approvals date from November 2021; the most recent is Texas, in January 2022.
- TexasSince 14 January 2022
- VirginiaSince 5 November 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 24 | General Securities Principal Examination | 20 November 2022 |
| Series 7TO | General Securities Representative Examination | 20 November 2022 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 31 | Futures Managed Funds Examination | 3 October 2003 |
| Series 65 | Uniform Investment Adviser Law Examination | 22 February 1996 |
| Series 63 | Uniform Securities Agent State Law Examination | 10 July 1992 |
| Series 7 | General Securities Representative Examination | 19 June 1992 |
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Andrew John Lewis
- CRD
- 2246107
- Firm
- Genesis Private Wealth · CRD 315692
- Role
- Manager, Chief Compliance Officer
- Office
- 20755 WILLIAMSPORT PLACE, SUITE 140, Ashburn, VA 20147
- Registration
- Investment adviser registration
- In the industry since
- June 1992
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- thelewisfinancialgroup.com
Where does Andrew Lewis work?
Andrew Lewis has been Manager, Chief Compliance Officer of Genesis Private Wealth, LLC since July 2021, and is a control person of the firm.
Is Andrew Lewis a financial advisor?
Yes. Andrew Lewis has a current investment-adviser registration in Texas and Virginia, through Genesis Private Wealth since November 2021.
How many years of experience does Andrew Lewis have?
Andrew Lewis has 34 years in the financial industry, since June 1992, across 3 adviser firms.
What exams has Andrew Lewis passed?
Andrew Lewis has passed 6 licensing exams: the Series 7, Series 63, Series 65, Series 31, Series 24 and Series 7TO. The earliest, the Series 7, was passed in June 1992. FINRA credited Andrew Lewis with the SIE, which began in October 2018.
Where did Andrew Lewis work before Genesis Private Wealth?
Before Genesis Private Wealth, Andrew Lewis was registered through UBS Financial Services Inc., April 2001 to August 2009.
Where is Andrew Lewis based?
Andrew Lewis’ registered office is in Ashburn, VA.
Is Andrew Lewis registered with FINRA?
No. Andrew Lewis has no current broker registration.
How can I verify Andrew Lewis’ record?
Search CRD 2246107 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Andrew Lewis’ full registration record.