Who is Ryan Lewis (CRD#:Â 2944017)?Everything you need to know about Ryan Lewis and their accolades
Ryan Lewis is the managing director of the 35-person Global Institutional Advisory Solutions team in New York City and is in charge of the division’s Private Wealth Management initiatives. For Graystone Consulting, a division of Morgan Stanley’s Corporate & Institutional Services, he individually counsels organizations on portfolio construction as well as ultra-high net worth families on their family balance sheets.
The area of concentration for the team is on wealthy families with complicated demands. Ryan works to match the family’s fortune with their aspirations for their life’s legacy. His national strategic partners’ two main targets, C-suite executives and private equity professionals of public businesses are readily identifiable thanks to the team’s diverse knowledge base.
As a result of his 14 years of achievement at the company, Ryan has received several accolades, including Forbes Best-In-State Wealth Advisor 2020, Barron’s Top 1,200 Financial Advisors in 2018 and 2019, Financial Times 400 Top Financial Advisors in 2014 and 2015, and New York Magazine’s 2014 Five-Star Wealth Manager award. Ryan is an accomplished triathlete who has competed at a high level internationally for the past ten years in addition to earning honors from the industry. He has finished several Ironman Triathlons.
Ryan, his wife Nichole, and their two kids divide their time between two homes: Garden City, New York, and New Fairfield, Connecticut. Nichole works as an assistant principal in the district of Roslyn Public Schools.
About FIRM:History, achievements, leadership, lawsuits, & disputes
About Morgan Stanley Wealth Management:
Morgan Stanley Wealth Management, an American multinational financial services corporation, specializes in retail brokerage and asset management. As a division of Morgan Stanley, it serves a wide range of clients, from individual investors and small-to-mid-sized businesses to large corporations, non-profit organizations, and family foundations. With a strong history and a proven track record, Morgan Stanley Wealth Management has become a leading choice for those seeking expert financial advice and guidance.
Early Beginnings: Smith Barney & Co.
Morgan Stanley Wealth Management has its roots in the 1938 merger of Charles D. Barney & Co. and Edward B. Smith & Co., which formed Smith Barney & Co. Charles D. Barney & Co., founded by Charles D. Barney in 1873, was a New York and Philadelphia-based firm that emerged from the failure of its predecessor, Jay Cooke & Company. Edward B. Smith & Co., founded in 1892, became a significant player in securities underwriting in 1934 after absorbing the professionals from the securities business of Guaranty Trust Company, following the passage of the Glass-Steagall Act.
Morgan Stanley Wealth Management offers a comprehensive suite of financial services to cater to the diverse needs of its clients. Some of these services include:
Investment Management
Morgan Stanley Wealth Management provides a wide range of investment options, including stocks, bonds, mutual funds, exchange-traded funds (ETFs), and more. Their financial advisors help clients develop tailored investment strategies to meet their specific financial goals and risk tolerance levels.
Financial Planning
Financial planning services offered by Morgan Stanley Wealth Management include retirement planning, education planning, estate planning, and more. Their financial advisors work with clients to understand their financial objectives and develop a comprehensive financial plan to help them achieve those goals.
Banking and Lending
Morgan Stanley Wealth Management offers banking and lending solutions, such as cash management accounts, mortgages, home equity loans, and lines of credit to help clients manage their day-to-day financial needs and achieve their long-term financial goals.
Insurance and Annuities
To help clients protect their financial future, Morgan Stanley Wealth Management offers insurance and annuity products, including life insurance, long-term care insurance, and annuities, designed to provide financial stability and peace of mind.
Philanthropy and Social Impact Investing
Morgan Stanley Wealth Management offers philanthropic advisory services and social impact investing options for clients who want to align their investments with their values and make a positive impact on society.
What is FINRA?
FINRA, which stands for the Financial Industry Regulatory Authority, is a government-approved organization responsible for protecting American investors. Its primary objective is to maintain fairness and integrity within the broker-dealer industry, promoting a safe and trustworthy environment for all market parties.
Ryan Lewis Disclosures: BrokerCheck, FINRA, And SEC ReportsEvery complaint, disclosure, litigation against Ryan Lewis
FINRA’s BrokerCheck
individual_2944017.pdf (finra.org)
SEC Litigations & Forms
Source: Ryan Lewis – SEC Site Search Search Results
Ryan Lewis Lawsuits, Legal Battles, & DisputesActive database of all lawsuit documents (subject to availability) against Ryan Lewis
Most court cases filed in the United States of America are archived on CourtListener, UniCourt, Law.com, Justia, and Trellis. law, and Law360. If Ryan Lewis has been involved in any such lawsuits, then you can find the documents using the links down below:
There might be more pending lawsuits against Ryan Lewis which are not listed on these directories. Lawsuit files are often deleted from online directories. So if you cannot find any lawsuits against Ryan Lewis on these websites, you can contact the local authorities and check if they have a physical copy of any cases.
CourtListener
UniCourt
Law.com
Law360.com
Trellis.law
Justia
Ryan Lewis Complaints, Class Action Lawsuits & Legal BattlesRead all class action lawsuits and SEC complaints against Ryan Lewis
The following websites/directories are the best sources for finding complaints, litigations, and disputes against finance advisors. You can find all the complaints against Ryan Lewis using the websites down below:
Sonn Law Group
SEC.gov
White Law Group
MDF Law
Israels & Neuman, PLC
Klayman Toskes
You can contact the law firms mentioned above if facing issues with Ryan Lewis or any financial advisor.
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