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Grant Lewis

20 Years of Experience
San Diego, CA
Broker

Grant Lewis is a registered investment advisor at Morgan Stanley, based in San Diego, CA, with 20 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

101 West Broadway, Suite 1800, San Diego, CA, 92101

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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

Grant owns Eagle House LLC, a rental property, since 2019, and acts as a successor role for multiple estates since 2022, dedicating minimal time to these activities. He is also involved with a trust in San Diego.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
May 2009 - June 2009 · 1 mo
Morgan Stanley & CO. IncorporatedBroker
May 2009 - June 2009 · 1 mo
Wells Fargo Investments, LLC
November 2005 - May 2009 · 3 yrs 6 mos
Wells Fargo Investments, LLCBroker
November 2005 - May 2009 · 3 yrs 6 mos
State Registrations42 states
ALARAZCACOCTDCDEFLGAHIIAIDILINKSKYMAMDMIMNMOMSMTNCNENHNJNMNVNYOHORPASCTNTXUTVAWAWIWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.