Unclaimed Profile

Michael Jeffrey Lewis

VERNAL POINT ADVISORS, LLC·SAN FRANCISCO, California

SIE, Series 7, Series 63, Series 79CFPClean record11 years registeredVERNAL POINT ADVISORS, LLC

235 PINE ST, SAN FRANCISCO, CA 94104CRD# 6524616Firm CRD# 166587

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael Jeffrey Lewis · SAN FRANCISCO, CA

Registration

CRD #6524616 · VERNAL POINT ADVISORS, LLC · 11 years registered

Brand Profile

Not yet started

Career History

EMERSON EQUITY LLC

Feb 2022 – present

VERNAL POINT ADVISORS, LLC

Aug 2015 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 79

Registration record

First registered · August 3, 2015

Years registered · 11

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VERNAL POINT ADVISORS, LLC

CRD 166587 · SEC 801-80962

AUM

$1.6B

Regulatory assets under management

Employees

229 client accounts

Services offered by VERNAL POINT ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at VERNAL POINT ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Michael Jeffrey Lewis offer?

Michael Jeffrey Lewis specializes in Financial Planning, Investment Management. Contact their office in SAN FRANCISCO, California for a consultation.

What are Michael Jeffrey Lewis's credentials?

Michael Jeffrey Lewis holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Michael Jeffrey Lewis located?

Michael Jeffrey Lewis is based in SAN FRANCISCO, California, working with VERNAL POINT ADVISORS, LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.

How does Michael Jeffrey Lewis charge for services?

Michael Jeffrey Lewis's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VERNAL POINT ADVISORS, LLC?

VERNAL POINT ADVISORS, LLC has approximately 16 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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