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Adrienne Lewallen

18 Years of Experience
Sheridan, WY
Broker

Adrienne Lewallen is a registered investment advisor at Morgan Stanley, based in Sheridan, WY, with 18 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

135 North Main Street, Sheridan, WY, 82801

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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

Adrienne works as an independent contractor doing face painting at public and private events. She is also a partner and sole proprietor/owner of Bramble Motel, spending about 10-20% of her time on administrative and property-related tasks after business hours.

Employment History
Current Registrations
Morgan Stanley
January 2011 - Present · 15 yrs 4 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
April 2007 - June 2009 · 2 yrs 2 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.