Michael A. Lewis
Professional summary
Michael Andrew Lewis is a registered financial advisor currently at LEWIS ADVISORY GROUP located in San Diego, California.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Michael has worked at 5 firms and has passed the Series 65, Series 63, Series 3, Series 5, Series 15, Series 7 and Series 8 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Michael Andrew Lewis's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 4, 2009 - Present
LEWIS ADVISORY GROUP
June 1, 2009 - September 30, 2009
MORGAN STANLEY
June 1, 2009 - September 30, 2009
MORGAN STANLEY
April 2, 2007 - June 1, 2009
MORGAN STANLEY & CO. LLC
April 2, 2007 - June 1, 2009
MORGAN STANLEY & CO. LLC
July 8, 1997 - April 2, 2007
MORGAN STANLEY DW INC.
April 13, 1984 - April 2, 2007
MORGAN STANLEY DW INC.
February 24, 1984 - March 8, 1984
TITAN/VALUE EQUITIES GROUP, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/4/2009)
Exams
Series 5
Date: 2/28/1985
Interest Rate Options ExaminationSeries 15
Date: 2/14/1985
Foreign Currency Options ExaminationSeries 8
Date: 3/26/1996
General Securities Sales Supervisor Examination (Options Module & General Module)Current Firm
LEWIS ADVISORY GROUP
CRD#: 151307 / SEC#: 801-70507
Contact information
Regulatory assets under management
| Total Number of Accounts | 57 |
| AUM (Assets Under Management) | $ 69,451,162 |
Red Flags
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