Unclaimed Profile

Tristan Robert Lewis

OBJECTIVE CAPITAL MANAGEMENT, LLC·PEPPER PIKE, Ohio

Series 3, Series 7, Series 63, Series 65Clean record19 years registeredOBJECTIVE CAPITAL MANAGEMENT, LLC

29325 CHAGRIN BLVD, PEPPER PIKE, OH 44122CRD# 4647376Firm CRD# 156013

Profile Verification

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

Identity

Tristan Robert Lewis · PEPPER PIKE, OH

Registration

CRD #4647376 · OBJECTIVE CAPITAL MANAGEMENT, LLC · 19 years registered

Brand Profile

Not yet started

Career History

OBJECTIVE CAPITAL MANAGEMENT, LLC

Jan 2011 – present

MORGAN STANLEY SMITH BARNEY LLC

Jun 2009 – Jan 2011

CLEVELAND, OH

MORGAN STANLEY & CO. INCORPORATED

Jan 2009 – Jun 2009

CLEVELAND, OH

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Jun 2008 – Dec 2008

CLEVELAND, OH

BEAR, STEARNS & CO. INC.

May 2007 – May 2008

BEACHWOOD, OH

Registrations & Exams

FINRA examinations passed

Series 3

Series 7

Series 63

Series 65

Registration record

First registered · May 15, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

OBJECTIVE CAPITAL MANAGEMENT, LLC

CRD 156013 · SEC 801-114315

AUM

$382M

Regulatory assets under management

Employees

1,000 client accounts

Services offered by OBJECTIVE 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 OBJECTIVE CAPITAL MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Tristan Robert Lewis offer?

Tristan Robert Lewis specializes in Financial Planning, Investment Management. Contact their office in PEPPER PIKE, Ohio for a consultation.

What are Tristan Robert Lewis's credentials?

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

Where is Tristan Robert Lewis located?

Tristan Robert Lewis is based in PEPPER PIKE, Ohio, working with OBJECTIVE CAPITAL MANAGEMENT, LLC. Their office serves clients in the PEPPER PIKE metropolitan area and surrounding communities.

How does Tristan Robert Lewis charge for services?

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

How large is OBJECTIVE CAPITAL MANAGEMENT, LLC?

OBJECTIVE CAPITAL MANAGEMENT, LLC has approximately 8 employees and manages $382M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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