Lewis Michael Kalmans

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

• 04/2007 → Present
  Morgan Stanley & Co., Incorporated
  Houston, TX
• 06/2009 → Present
  Morgan Stanley Smith Barney
  Houston, TX
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Houston, TX
• 1994-08-26 → 2007-04-02
  Morgan Stanley Dw Inc.
  Houston, TX
  Houston, TX

Other Businesses

*321243- Houston Jewish Community Foundation; Investment related-No; Houston, Texas; Charitable Giving; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 07/2013; During business hours: 3; After business hours: 3; Check Signing/Funds Disbursements, Fundraising, Marketing, Business Development/Growth, Administrative *653060- Severance Lodge Club; Investment related: No; Center Lovell, Maine; Home Owners Association; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 08/2025; During business hours: 0; After business hours: 3; Treasurer

Exams

• S66 Uniform Combined State Law Examination
  2007-09-10
• S63 Uniform Securities Agent State Law Examination
  1994-08-25