linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Tristan Robert Lewis

Objective Capital Management, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Tristan? Claim Your Profile

About Tristan Robert Lewis

Tristan Robert Lewis is a financial advisor with over 20 years of experience in the financial services industry. Tristan is currently registered with Objective Capital Management, LLC and holds a Series 3, 7 and 63, and 65. Tristan has held previous positions at Spire Securities, LLC, Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Bear, Stearns & Co. Inc.. Tristan primarily focuses on portfolio management for individuals. Tristan provides financial planning, portfolio management for individuals and hourly charges and a percentage of assets as compensation.

Firm Information

Tristan Lewis is currently registered with Objective Capital Management, LLC. Objective Capital Management, LLC is an investment advisor registered with the SEC and located in Pepper Pike, OH. The firm provides financial planning and portfolio management services for individuals and high-net-worth individuals. They manage approximately $381,653,900 in assets for approximately 1,000 clients.
Objective Capital Management, LLC

29325 CHAGRIN BLVD

PEPPER PIKE, OH 44122

$381.65M

Assets Under Management

1

Total Clients

8

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.

check

financial planning services

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

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Tristan Lewis’s Registration & Firm History

OH

04/04/2012 - Present

Objective Capital Management, LLC (PEPPER PIKE OH)

OH

01/14/2011 - 12/15/2011

SPIRE SECURITIES, LLC (CLEVELAND OH)

OH

06/01/2009 - 01/21/2011

MORGAN STANLEY SMITH BARNEY (CLEVELAND OH)

OH

01/22/2009 - 06/01/2009

MORGAN STANLEY & CO. INCORPORATED (CLEVELAND OH)

OH

06/26/2008 - 12/10/2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CLEVELAND OH)

OH

10/31/2003 - 05/19/2008

BEAR, STEARNS & CO. INC. (BEACHWOOD OH)

Not sure if Tristan Robert Lewis is right for you?

Licenses & Designations

IA

Issued 05/11/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/23/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/06/2004

Series 3 - National Commodity Futures Examination

BC

Issued 05/28/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Tristan Robert Lewis.
Not sure if Tristan Robert Lewis is right for you?