Brian Lewallen is a registered investment advisor at Morgan Stanley, based in Wichita, KS, with 8 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
1617 North Waterfront Parkway, Suite 200, Wichita, KS, 67206
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Regulatory History
Clean regulatory record
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
Morgan Stanley
October 2021 - Present · 4 yrs 9 mos
Morgan StanleyBroker
October 2021 - Present · 4 yrs 9 mos
Previous Registrations
Commerce Brokerage Services, INC
May 2019 - May 2021 · 2 yrs
Commerce Brokerage Services, INC.Broker
May 2019 - May 2021 · 2 yrs
LPL Financial LLC
May 2018 - April 2019 · 11 mos
LPL Financial LLCBroker
May 2018 - April 2019 · 11 mos
TD Ameritrade, INC.
February 2018 - May 2018 · 3 mos
TD Ameritrade Investment Management, LLC
February 2018 - May 2018 · 3 mos
TD Ameritrade, INC.Broker
February 2018 - May 2018 · 3 mos
Scottrade Investment Management
May 2017 - February 2018 · 9 mos
Scottrade, INC.Broker
March 2017 - February 2018 · 11 mos
State Registrations41 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.