Michael Lewis, financial advisor Bozeman MT

Michael Lewis

CRD Number: 4725266
Current Firm: Destra Capital Advisors LLC

Michael Lewis (CRD# 4725266) is an Investment Advisor Representative working at Destra Capital Advisors LLC in Bozeman, MT and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Destra Capital Investments LLC Chicago, IL Jan 2015 - Current 7
Destra Capital Advisors LLC Lisle, IL Jan 2015 - Current 7
First Trust Portfolios LP Lisle, IL Jan 2006 - Oct 2014 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2003
S66 NASAA Uniform Combined State Law Examination Feb 2012
Contact Info for Michael J. Lewis
Phone Number: 877-855-3434
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    174
    MILLIONS
  • Total Number of Accounts
    3
    ACCOUNTS
  • Average Account Value
    $58,086,062
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States

AZ, CA, CO, FL, IL, MA, MT, OH, PA, TN, TX, WA

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