Kristopher Lewis has been an investment adviser representative at Tuttle Wealth Partners since February 2026, and is not listed among the firm’s executive officers or direct owners.
Tuttle Wealth Partners LLC is a Brookhaven, GA firm with $104M under management, 417 clients and 2 advisers across 3 offices, as of its September 2026 filing.
Kris Lewis is Wealth Manager of Tuttle Wealth Partners. He began his career at Vanguard in 2014, where he spent over a decade working with individual investors, retirement plan participants and small business owners, and later served high net worth clients on Vanguard's Personal Advisor Services team. He joined Tuttle Wealth Partners in 2025.
Kristopher Lewis’ longest registration was 6 years at Vanguard Advisers, Inc. (2018–2025). Before joining Tuttle Wealth Partners in 2026, Kristopher Lewis was registered through CG Advisory Services and Vanguard Advisers, Inc.
- Tuttle Wealth Partners LLCCurrent– present · under a yearFort Mill, SC · Adviser representative · Firm CRD 338406
- CG Advisory Services– · under a yearCharlotte, NC · Adviser representative · Firm CRD 110929
- Vanguard Advisers, Inc.– · 6 yearsCharlotte, NC · Adviser representative · Firm CRD 106715
Professional designations
Listed by Tuttle Wealth Partners
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Kristopher Lewis is registered as an investment adviser representative in 3 states. The first approvals date from February 2026; the most recent is South Carolina, in July 2026.
- ConnecticutSince 4 February 2026
- North CarolinaSince 4 February 2026
- South CarolinaSince 13 July 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 17 July 2014 |
| Series 7 | General Securities Representative Examination | 8 July 2014 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Kristopher Garrett Lewis
- CRD
- 6351200
- Firm
- Tuttle Wealth Partners · CRD 338406
- Office
- Fort Mill, SC
- Registration
- Investment adviser registration
- In the industry since
- September 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- tuttlewealth.com
Where does Kristopher Lewis work?
Kristopher Lewis is an investment adviser representative registered through Tuttle Wealth Partners LLC since February 2026, and is not listed among the firm’s executive officers or direct owners.
Is Kristopher Lewis a financial advisor?
Yes. Kristopher Lewis has a current investment-adviser registration in Connecticut, North Carolina and South Carolina, through Tuttle Wealth Partners since February 2026.
How many years of experience does Kristopher Lewis have?
Kristopher Lewis has 12 years in the financial industry, since September 2014, across 3 adviser firms.
What exams has Kristopher Lewis passed?
Kristopher Lewis has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in July 2014. FINRA credited Kristopher Lewis with the SIE, which began in October 2018.
Where did Kristopher Lewis work before Tuttle Wealth Partners?
Before Tuttle Wealth Partners, Kristopher Lewis was registered through CG Advisory Services, October 2025 to February 2026; Vanguard Advisers, Inc., October 2018 to August 2025.
Where is Kristopher Lewis based?
Kristopher Lewis’ registered office is in Fort Mill, SC.
Is Kristopher Lewis registered with FINRA?
No. Kristopher Lewis has no current broker registration.
Is Kristopher Lewis a CFP?
Tuttle Wealth Partners lists Kristopher Lewis with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Kristopher “Kris” Lewis, CFP® biography, tuttlewealth.com
How can I verify Kristopher Lewis’ record?
Search CRD 6351200 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kristopher Lewis’ full registration record.
