Leslie Lewis
Multigenerational.black · New York, New York
Leslie Lewis is a fee-only financial advisor at Multigenerational.black in New York, New York. Multigenerational.black reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Multigenerational.black |
|---|---|
| Based in | New York, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $349K across 14 accounts |
| SEC registration | Investment adviser representative in NY · CRD 7630146 |
| Exams passed | Series 65 (2022) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | theinvestingstarterkit.black |
| Profile |
How Leslie's firm compares
- Multigenerational.black's average account is about $25,000, from its Form ADV (assets managed divided by 14 accounts).
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Questions about Leslie
Is Leslie Lewis a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Leslie holds no broker registration, and Multigenerational.black reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Leslie charge for financial advice?
Leslie's firm, Multigenerational.black, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Leslie Lewis based?
Leslie Lewis is based in New York, New York.
Is Leslie Lewis registered with the SEC?
Yes. Leslie Lewis is registered as an investment adviser representative in NY (CRD 7630146), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Multigenerational.black manage?
Multigenerational.black reports $349K across 14 accounts in assets under management.
How do I contact Leslie Lewis?
Through Leslie's website, theinvestingstarterkit.black.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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