Harry Lewkowitz is a registered investment advisor at Morgan Stanley, based in New York, NY, with 45 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
55 East 52nd Street, 12th Floor, New York, NY, 10055
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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 2025 - Present · 7 mos
Morgan StanleyBroker
October 2025 - Present · 7 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2016 - October 2025 · 9 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2016 - October 2025 · 9 yrs 2 mos
UBS Financial Services INC.
March 2012 - August 2016 · 4 yrs 5 mos
UBS Financial Services INC.Broker
February 2009 - August 2016 · 7 yrs 6 mos
Citigroup Global Markets INC.Broker
July 2002 - February 2009 · 6 yrs 7 mos
Merrill Lynch Pierce Fenner & Smith INC.
September 1996 - July 2002 · 5 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 1990 - July 2002 · 11 yrs 11 mos
Balfour Maclaine Financial Investment Services, INC.Broker
May 1990 - July 1990 · 2 mos
Thomson Mckinnon Securities INC.Broker
January 1979 - July 1988 · 9 yrs 6 mos
State Registrations34 states
ALCACOCTDCDEFLGAHIILKSKYLAMAMDMEMIMNMSNCNHNJNMNVNYOHPARISCTXVAVirgin IslandsWAWV
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.