Lewis FerrierCRD Number: 7360401
Current Firm: Morgan Stanley
Lewis Ferrier (CRD# 7360401) is an Investment Advisor Representative working at Morgan Stanley in Tampa, FL and has 1 year of experience in the finance industry.
Commonwealth Financial Network
Financial Guidance Group, Inc.
Raymond James & Associates, Inc.
|Morgan Stanley Smith Barney LLC||Tampa, FL||Jul 2021 - Current||< 1|
|Gator Cases||Tampa, FL||Apr 2021 - Jul 2021||< 1|
|Florida State Board Of Administration||Tallahassee, FL||Jan 2021 - Apr 2021||< 1|
|Geckos Bar And Grill||Sarasota, FL||Nov 2020 - Jan 2021||< 1|
|United States Soccer Federation||Sarasota, FL||May 2014 - Nov 2020||6|
|Unemployed||Sarasota, FL||Jun 2005 - May 2014||8|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2022|
Total Assets Under Management1,311,935MILLIONS
Total Number of Accounts2,129,899ACCOUNTS
Average Account Value$615,961
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- 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
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, WY
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