Mark Lewis is a registered investment advisor at Morgan Stanley, based in New York, NY, with 24 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
399 Park Avenue, 12th Floor, New York, NY, 10022
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Regulatory History (1)
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Customer Dispute
February 2009Denied
Other Business Activities
Mark owns rental real estate property in Southampton, NY since 2016. He spends minimal time on this investment-related activity.
Employment History
Current Registrations
Morgan Stanley
May 2020 - Present · 6 yrs
Morgan StanleyBroker
January 2011 - Present · 15 yrs 4 mos
Previous Registrations
UBS Financial Services INC.
January 2006 - December 2007 · 1 yr 11 mos
UBS Financial Services INC.Broker
April 2001 - January 2011 · 9 yrs 9 mos
State Registrations40 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.