Ryan Lewis is a CFP-designated registered investment advisor at Morgan Stanley, based in New York, NY, with 27 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
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Assets Under Management
Fee Structure
Location
55 East 52nd Street, 28th Floor, New York, NY, 10055
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Ryan is the sale owner and director of a personal corporation for tax and liability purposes, dedicating about 10-20% of his time. He also teaches CFP courses at Pace University for a few hours per week and serves as the Chief Financial Officer for CCMI, a manufacturing firm, attending quarterly meetings.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Citigroup Global Markets INC.Broker
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
State Registrations53 states
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