Unclaimed Profile

Thomas Bayard Lewis

BOURGEON CAPITAL MANAGEMENT LLC·DARIEN, Connecticut

Series 5, Series 7, Series 9, Series 10, Series 16, Series 24, Series 31, Series 63, Series 65, Series 66Clean record16 years registeredBOURGEON CAPITAL MANAGEMENT LLC

777 POST ROAD, DARIEN, CT 06820CRD# 721096Firm CRD# 108054

Profile Verification

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

Identity

Thomas Bayard Lewis · DARIEN, CT

Registration

CRD #721096 · BOURGEON CAPITAL MANAGEMENT LLC · 16 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BOURGEON CAPITAL MANAGEMENT LLC

BOURGEON CAPITAL MANAGEMENT LLC

Jan 2013 – Nov 2017

DARIEN, CT

ALLIANCEBERNSTEIN L.P.

Aug 2009 – Sep 2011

NEW YORK, NY

Registrations & Exams

FINRA examinations passed

Series 5

Series 7

Series 9

Series 10

Series 16

Series 24

Series 31

Series 63

Series 65

Series 66

Registration record

First registered · August 31, 2009

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BOURGEON CAPITAL MANAGEMENT LLC

CRD 108054 · SEC 801-56289

AUM

$783M

Regulatory assets under management

Employees

315 client accounts

Services offered by BOURGEON CAPITAL MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BOURGEON CAPITAL MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Thomas Bayard Lewis offer?

Thomas Bayard Lewis specializes in Financial Planning, Investment Management.

What are Thomas Bayard Lewis's credentials?

Thomas Bayard Lewis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Thomas Bayard Lewis located?

Thomas Bayard Lewis is based in DARIEN, Connecticut, last registered with BOURGEON CAPITAL MANAGEMENT LLC.

How does Thomas Bayard Lewis charge for services?

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

How large is BOURGEON CAPITAL MANAGEMENT LLC?

BOURGEON CAPITAL MANAGEMENT LLC has approximately 6 employees and manages $783M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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