Scott Lewis is a registered investment advisor at Morgan Stanley, based in East Lansing, MI, with 24 years of industry experience. Scott is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
2900 West Road, Suite 300, East Lansing, MI, 48823
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Regulatory History (1)
Customer Dispute
February 2009Other Business Activities
Scott is a sole proprietor/owner of Capital Area Realty LLC, a real estate investment company, and has been since 2001, dedicating minimal time outside business hours. He also coaches for Grand Ledge Public Schools and has power of attorney, dedicating minimal time outside business hours to the latter.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations27 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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