Robert Stuart 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

• 06/2010 → Present
  Morgan Stanley Smith Barney
  New York, NY
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Other Businesses

Northgate Ventures Inc; Investment related Yes; Re-sell domain names internet/ purchase and manage real estate properties.; Owner (proprietor, partner, officer, director, employee, trustee, agent); Apr 2018; During business hours: 0; After business hours: 1; Future President and Treasurer *490592 - Northgate Ventures Inc; Investment related Yes;New York; New York; Automotive/Transportation, Art/Culture, officer,Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 03/2022; During business hours: 0; After business hours: 15; Administrative, Accounting/Bookkeeping, Check Signing/Funds Disbursements, Business Development/Growth, Customer Service, Fundraising, Investment Decisions/Advice, Labor/Service, Sales/Marketing, Other

Exams

• S63 Uniform Securities Agent State Law Examination
  1986-01-11