LM
LM

Lewis Metzger

46 Years of Experience
Houston, TX
2 DisclosuresBroker

Lewis Metzger is a registered investment advisor at Morgan Stanley, based in Houston, TX, with 46 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

1330 Post Oak Boulevard, Suite 900, Houston, TX, 77056

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History

Regulatory History (2)
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Customer Dispute
September 2009
Denied
Customer Dispute
February 2000
Denied
Other Business Activities

Lewis is a board member and president of Ivan Carter Wildlife Conservation Alliance, dedicating minimal time during business hours. He also participates in ranching activities through Wolf Springs Ranch LLC, spending minimal time during business hours and a few hours per week after business hours.

Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley Dw INC.Broker
August 2004 - April 2007 · 2 yrs 8 mos
Morgan Stanley
August 2004 - April 2007 · 2 yrs 8 mos
Citigroup Global Markets INC.
May 1989 - September 2004 · 15 yrs 4 mos
Citigroup Global Markets INC.Broker
May 1989 - September 2004 · 15 yrs 4 mos
Drexel Burnham Lambert IncorporatedBroker
January 1980 - May 1989 · 9 yrs 4 mos
State Registrations44 states
AKALARAZCACOCTDCDEFLGAHIIDILINKSLAMAMDMEMIMNMOMSMTNCNHNJNMNYOHOKORPASCTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.