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
| Title | Member/Chief Compliance Officer |
| Ownership | 10-25% |
| Control person | No |
| Since | 2024 |