Michael J. Lewis

VERNAL POINT ADVISORS

San Francisco, CA 94104

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CRD#: 6524616

Professional summary

Michael Jeffrey Lewis, CFP® is a registered financial advisor currently at VERNAL POINT ADVISORS, LLC located in San Francisco, California and EMERSON EQUITY LLC located in San Mateo, California.

Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Michael has worked at 3 firms and has passed the Series 63, SIE, Series 7 and Series 79 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1)- VERNAL POINT ADVISORS, LLC-INVESTMENT RELATED; 235 PINE STREET SUITE 1225, SAN FRANCISCO CA 94104; SEC REGISTERED RIA; PRINCIPAL, WEALTH PLANNING AND STRATEGY WORK FOR COMPLEX FAMILY OFFICE CLIENTS. PROVIDE DECISION CONTEXT AND STRATEGIC ORGANIZATION AROUND CLIENT'S WEALTH PLANNING OBJECTIVES. BUILD TOOLS AND SYSTEMS. 160 HOURS A MONTH DURING SECURITIES TRADING HOURS; 8/2015

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Jeffrey Lewis's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

August 3, 2015 - Present

VERNAL POINT ADVISORS, LLC

Office #1: 235 Pine St Suite 1225, San Francisco, CA 94104

RIA

CRD#: 166587

San Francisco, CA

Current

February 10, 2022 - Present

EMERSON EQUITY LLC

Office #1: 155 Bovet Road, Suite 725, San Mateo, CA 94402

RIA

CRD#: 130032

SAN MATEO, CA

Past

September 26, 2015 - December 31, 2020

GORDIAN INVESTMENTS, LLC

CRD#: 158611

LAFAYETTE, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

VERNAL POINT ADVISORS, LLC

MORELLI, PAUL WILLIAM | VERNAL POINT ADVISORS, LLC | VERNAL POINT ADVISORS

CRD#: 166587 / SEC#: 801-80962

RIA

Registered Investment Advisory firm - (2/9/2015 Approved)

California

Registered Investment Advisory firm - (3/20/2015 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR

California
(8/3/2015)

California
(2/10/2022)

Florida
(2/10/2022)

IAR

Florida
(1/13/2023)

New York
(10/7/2024)

IAR

Texas
(5/3/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 10/30/2015

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/11/2016

General Securities Representative Examination

General Industry/Product Exam

Series 79

Date: 9/25/2015

Investment Banking Registered Representative Examination

SRO Registrations

FINRA

Current Firm

VERNAL POINT ADVISORS, LLC

MORELLI, PAUL WILLIAM | VERNAL POINT ADVISORS, LLC | VERNAL POINT ADVISORS

CRD#: 166587 / SEC#: 801-80962

RIA

Registered Investment Advisory firm - (2/9/2015 Approved)

California

Registered Investment Advisory firm - (3/20/2015 Terminated)

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Contact information

Main Address

235 Pine St Suite 1225, San Francisco, CA 94104

Mailing Address

548 Market Street Suite 36461, San Francisco, CA 94104

Phone number

(415) 237-3530

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

VERNAL POINT ADVISORS PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	217
AUM (Assets Under Management)	$ 2,741,700,000

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
06/18/2025	Cover Page	Report
07/24/2024	Cover Page	Report
06/28/2023	Cover Page	Report
12/20/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Michael J. Lewis

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Jeffrey Lewis's CRS (Customer Relationship Summary).

Certified licenses

Experience

EMERSON EQUITY LLC

GORDIAN INVESTMENTS, LLC

Primary Firm SEC Registration

VERNAL POINT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 10/30/2015

SIE

Date: 10/1/2018

Series 7

Date: 2/11/2016

Series 79

Date: 9/25/2015

FINRA

Current Firm

VERNAL POINT ADVISORS, LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

VERNAL POINT ADVISORS, LLC

TRUST BUT VERIFY

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