Ryan Charles Lewis

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2009 → Present
  Morgan Stanley Smith Barney
  New York, NY
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2004-06-29 → 2006-12-04
  Td Ameritrade, Inc.
  New York, NY
  New York, NY

Other Businesses

LEWIS CAPITAL MANAGEMENT LLC 30 CAMDEN PLACE, NEW HYDE PARK, NY 11040 PERSONAL CORP NON-INVESTMENT RELATED SALE OWNER AND DIRECTOR THIS WOULD BE FOR TAX PURPOSES AND LIABILITY 30 HOURS A MONTH/ZERO DURING TRADING HOURS PACE UNIVERSITY 1 MARTINE AVE, ROOM 530 WHITE PLAINS NY 10606 SCHOOL NON-INVESTMENT RELATED CFP TEACHER START DATE: 10/04 12 HOURS A MONTH/ZERO HOURS DURING TRADING HOURS $2000 PER CLASS CCMI 88 MIDDLE STREET, GENEVA, NY 14456 MANUFACTORING FIRM NON-INVESTMENT RELATED CHIEF FINANCIAL OFFICER LOOK OVER BOOKS, HELP WITH MERGERS, HELP PAY DOWN DEBT START DATE: NOVEMBER 1, 2004 QUARTERLY MEETING ZERO HOURS DURING TRADING HOURS $1,000 PER HOUR SMALL FIRM, NON-PUBLIC

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-07-23
• S63 Uniform Securities Agent State Law Examination
  1998-11-20

Designations

• Certified Financial Planner

Other Names

• Ryan C Lewis