AdvisorOS Directory
Claim Profile
CL

Courtney E.k. Lewis

MARSHALL WACE NORTH AMERICA L.P.·NEW YORK, New York
Unclaimed Profile
350 PARK AVENUE, NEW YORK, NY 10022CRD# 6465553Firm CRD# 135902
01

About

Courtney E.k. Lewis is a registered financial advisor based in NEW YORK, New York, affiliated with MARSHALL WACE NORTH AMERICA L.P.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
MARSHALL WACE NORTH AMERICA L.P.
MARSHALL WACE NORTH AMERICA L.P.
AUM
$36.2B
Regulatory assets under management
Employees
154
Total firm employees
View all advisors at MARSHALL WACE NORTH AMERICA L.P. →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6465553
Firm CRD# 135902
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in NEW YORK?

Browse all registered financial advisors in NEW YORK, New York or claim this profile if it's yours.

Browse NEW YORK AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Courtney E.k. Lewis offer?
Courtney E.k. Lewis specializes in Retirement Planning. Contact their office in NEW YORK, New York for a consultation.
What are Courtney E.k. Lewis's credentials?
Courtney E.k. Lewis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Courtney E.k. Lewis located?
Courtney E.k. Lewis is based in NEW YORK, New York, working with MARSHALL WACE NORTH AMERICA L.P.. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.
How does Courtney E.k. Lewis charge for services?
Courtney E.k. Lewis's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MARSHALL WACE NORTH AMERICA L.P.?
MARSHALL WACE NORTH AMERICA L.P. has approximately 154 employees and manages $36.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in NEW YORK
Gabriel Justin Riopel — ROOSEVELT MANAGEMENT COMPANY LLCWilliam Huyett — MIO PARTNERS, INC.Remy Briand — MSCI ESG RESEARCH LLCGlenn Mathew Shor — J.F. LEHMAN AND COMPANY LLCHarvey Wacht — SHUFRO, ROSE & CO., LLC
Nearby cities in New York
ROCHESTER (219)WHITE PLAINS (203)SYRACUSE (160)PURCHASE (160)BUFFALO (132)
City Guides
ROCHESTER GuideWHITE PLAINS GuideSYRACUSE GuidePURCHASE GuideBUFFALO Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile