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Michelle Lea Lewis

Raymond James Investment Management

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About Michelle Lea Lewis

Michelle Lea Lewis is a financial advisor with Raymond James Investment Management. Michelle is a registered investment advisor (IA) and is registered to offer investment advice in Colorado. Michelle has been in the financial services industry since 1998. Michelle holds a Series 6, 7, and 63 license, as well as the SIE exam.

Firm Information

Michelle Lewis is currently registered with Raymond James Investment Management. Raymond James Investment Management is an investment advisor registered with the SEC. The firm, headquartered in ST PETERSBURG, FL, has 93 employees and manages approximately $16,378,977,378 in regulatory assets under management. They offer portfolio management services for individuals, investment companies, and pooled investment vehicles. Their client base includes investment companies, pooled investment vehicles, and high-net-worth individuals.
Raymond James Investment Management

780 CARILLON PARKWAY

ST PETERSBURG, FL 33716

$16.38B

Assets Under Management

Not reported

Total Clients

20

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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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Michelle Lewis’s Registration & Firm History

CO

08/08/2018 - Present

Raymond James Investment Management (Castle Pines CO)

WI

03/06/2014 - 11/21/2017

UMB DISTRIBUTION SERVICES, LLC (MILWAUKEE WI)

NY

09/08/2009 - 02/07/2014

GOLDMAN, SACHS & CO. (NEW YORK NY)

TX

03/14/2006 - 09/04/2009

VAN KAMPEN FUNDS INC. (HOUSTON TX)

CO

04/16/1998 - 03/14/2006

JANUS DISTRIBUTORS LLC (DENVER CO)

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Licenses & Designations

IA

Issued 08/10/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/14/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/23/2005

Series 7 - General Securities Representative Examination

BC

Issued 04/15/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michelle Lea Lewis.
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