Jeffrey Lewis
Jeffrey Lewis is a CFP-designated registered investment advisor at Sanford C. Bernstein & CO., LLC, based in Los Angeles, CA, with 10 years of industry experience. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 22 clients with $1.6B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1999 Avenue of the Stars, Suite 2150, Los Angeles, CA, 90067
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Sanford C. Bernstein & CO., LLC
Sanford C. Bernstein & CO., LLCBroker
Alliancebernstein L.P.
Previous Registrations
Fisher Investments
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
Mcadam LLC
Purshe Kaplan Sterling InvestmentsBroker
State Registrations7 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.