Kodee T 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

• 07/2024 → Present
  Morgan Stanley
  New York, NY
• 08/2023 → 05/2024
  Indiana University
  Bloomington, IN
• 06/2023 → 08/2023
  Morgan Stanley
  New York, NY
• 06/2022 → 08/2022
  Bank Of America
  New York, NY
• 06/2021 → 07/2021
  Bank Of America
  New York, NY
• 03/2018 → 12/2022
  Soulshine Pizza Factory
  Franklin, TN
• 08/2016 → 05/2020
  Independence High School
  Thompson's Station, TN
• 08/2020 → 05/2024
  Indiana University
  Bloomington, IN

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-10-06
• S63 Uniform Securities Agent State Law Examination
  2024-08-10