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Theodore Dau Lew
TED LEW
CRD#: 3262592
IA
Investment Adviser
CAPTRUSTCRD#: 175112 2010 Crow Canyon Place
Ste. 210
San Ramon, CA 94583
Registration History
20122014201620182020202220242026IACAPTRUST (CRD# 175112)2019 - Present (6 years)IAWATERMARK ASSET MANAGEMENT, INC. (CRD# 108407)2013 - 2018 (5 years)IAVALIC FINANCIAL ADVISORS, INC. (CRD# 42803)2011 - 2013 (1 year)
License(s)

State Registrations

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California 1/16/2019

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Texas 6/13/2019

Current Registration(s)
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CAPTRUST (CRD#:175112)
2010 Crow Canyon Place Ste. 210, San Ramon, CA 94583
Registered with this firm since 1/16/2019

Previous Registration(s)
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09/05/2013 - 12/31/2018 WATERMARK ASSET MANAGEMENT, INC. (CRD#:108407) SAN RAMON, CA
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09/20/2011 - 05/23/2013 VALIC FINANCIAL ADVISORS, INC. (CRD#:42803) MODESTO, CA
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Disclosures
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