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Michael Jeffrey Lewis

Vernal Point Advisors, LLC

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About Michael Jeffrey Lewis

Michael Jeffrey Lewis is a financial advisor with over 12 years of experience in the industry. Michael is a Certified Financial Planner and holds the Series 7, 79, and SIE licenses. Michael is currently registered with Vernal Point Advisors, LLC as a Registered Representative and Investment Advisor Representative. Prior to joining Vernal Point Advisors, Michael was employed at Gordian Investments, LLC from June 2015 to December 2020. Michael is an active member of the financial services industry, providing wealth planning and strategy for complex family office clients. Michael's expertise and experience allow him to build tools and systems to help his clients reach their financial goals.

Firm Information

Michael Lewis is currently registered with Vernal Point Advisors, LLC. Vernal Point Advisors, LLC is a San Francisco, CA-based Registered Investment Advisor with over $1.59 billion in assets under management. The firm provides investment advisory services to high net worth individuals, charitable organizations, and pooled investment vehicles. They specialize in family office services, financial planning, and portfolio management.
Vernal Point Advisors, LLC

235 PINE ST

SAN FRANCISCO, CA 94104

$1.59B

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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family office services

Family office services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michael Lewis’s Registration & Firm History

CA

05/03/2022 - Present

Vernal Point Advisors, LLC (SAN FRANCISCO CA)

CA

09/26/2015 - 12/31/2020

GORDIAN INVESTMENTS, LLC (LAFAYETTE CA)

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Licenses & Designations

BC

Issued 10/30/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/11/2016

Series 7 - General Securities Representative Examination

BC

Issued 09/25/2015

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Jeffrey Lewis.
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