Lani Lewis, financial advisor Newport Beach CA
88 score

Lani Lewis

CRD Number: 6395086
Current Firm: Morgan Stanley

Lani Lewis (CRD# 6395086) is an Investment Advisor Representative working at Morgan Stanley in Newport Beach, CA and has over 2 years of experience in the finance industry.

Similar Advisors
James Skorheim, financial advisor Newport Beach CA
James M. Skorheim
CRD# 6384003
Dorman Skorheim Wealth Management LLC
Score
107
Similar Advisors
Jeffrey Tilson, financial advisor Newport Beach CA
Jeffrey S. Tilson
CRD# 4504995
Jst Investment Consulting
Score
105
Similar Advisors
Daniel Sexton, financial advisor Newport Beach CA
Daniel E. Sexton
CRD# 5314524
Rs Crum Inc.
Score
103
Company Name Location Dates Years
Morgan Stanley Private Bank, National Association New York, NY Jan 2016 - Current < 1
Morgan Stanley Smith Barney LLC Irvine, CA Sep 2014 - Current 2
Unemployed Irvine, CA Jan 2014 - Sep 2014 < 1
Meritus Payment Solutions Irvine, CA Jun 2012 - Jan 2014 1
Beachhouse.com Irvine, CA Jan 2012 - May 2012 < 1
Student Irvine, CA Sep 2011 - Jan 2012 < 1
Tk Carsites Irvine, CA Aug 2011 - Sep 2011 < 1
Student Irvine, CA Sep 2010 - Aug 2011 < 1
Mass Mututal, Michel Financial Costa Mesa, CA Jun 2010 - Sep 2010 < 1
Student Bakersfield, CA Jun 2004 - Jun 2010 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2014
Contact Info for Lani B. Lewis
Phone Number: 914-225-5510
Registered State(s):
  • CA
  • UT
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Lani Lewis and other advisors.
BADGES
88
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.