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Robert Lewis

34 Years of Experience
Hyannis, MA
Broker

Robert Lewis is a registered investment advisor at Morgan Stanley, based in Hyannis, MA, with 34 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

45 North Street, Hyannis, MA, 02601

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Robert is a board member of Cape Cod Trout Unlimited, a non-profit organization, since January 2021. He spends minimal time on this activity outside of business hours, and it involves check signing and fund disbursement.

Employment History
Current Registrations
Morgan Stanley
May 2020 - Present · 6 yrs
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley Dw INC.Broker
February 2007 - April 2007 · 2 mos
Citigroup Global Markets INC.Broker
January 1997 - February 2007 · 10 yrs 1 mo
Painewebber IncorporatedBroker
December 1991 - January 1997 · 5 yrs 1 mo
State Registrations27 states
CACOCTDCFLGAILMAMDMONENHNJNMNYOHORPARISCTNTXVAVTWAWIWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Robert Lewis - Financial Advisor | TrueAdvisor