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Heather Shermaine Lewis

Member/Chief Compliance OfficerSunstone Advisors, LLCCRD 3215382

About Heather Shermaine Lewis

Heather Shermaine Lewis is listed as Member/Chief Compliance Officer at Sunstone Advisors, LLC in Irvine, CA. Form ADV reports a beneficial ownership band of 10-25%.

Reported ownership

Owns 10-25% of Sunstone Advisors, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Heather Shermaine Lewis work?

Heather Shermaine Lewis is listed as Member/Chief Compliance Officer at Sunstone Advisors, LLC on SEC Form ADV.

How much of Sunstone Advisors, LLC does Heather Shermaine Lewis own?

Form ADV reports a beneficial ownership band of 10-25%.

Sunstone Advisors, LLC

TitleMember/Chief Compliance Officer
Ownership10-25%
Control personNo
Since2024
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