Unclaimed Profile

Courtney E.k. Lewis

MARSHALL WACE NORTH AMERICA L.P.·NEW YORK, New York

Clean recordMARSHALL WACE NORTH AMERICA L.P.

350 PARK AVENUE, NEW YORK, NY 10022CRD# 6465553Firm CRD# 135902

Profile Verification

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

Identity

Courtney E.k. Lewis · NEW YORK, NY

Registration

CRD #6465553 · MARSHALL WACE NORTH AMERICA L.P.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

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

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 6465553

Firm CRD# 135902

View on FINRA BrokerCheck →

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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.

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