Top Wealth + Best-in-State · rank 33 · New York, New York · listed firm: Morgan Stanley Private Wealth Management
Identity & firm
- Firm — Morgan Stanley Private Wealth Management (high)
- “Ryan C. Lewis - Morgan Stanley Private Wealth Management” — forbes_shook
- “Currently employed by and registered with the following Firm(s): IA MORGAN STANLEY 55 East 52nd Street 28th Floor New York, NY 10055 CRD# 149777 Registered with this firm since: 05/15/2020” — sec_finra_regulatory
- Parent company — Morgan Stanley (high)
- “Currently employed by and registered with the following Firm(s): IA MORGAN STANLEY 55 East 52nd Street 28th Floor New York, NY 10055 CRD# 149777” — sec_finra_regulatory
- Firm type — wirehouse (high)
- “B MORGAN STANLEY 55 East 52nd Street 28th Floor New York, NY 10055 CRD# 149777 Registered with this firm since: 06/01/2009” — sec_finra_regulatory
- Team name — Global Institutional Advisory Solutions (high)
- “Ryan C Lewis | Global Institutional Advisory Solutions | Graystone Consulting” — firm_official
- Team size — gap: not_found_after_search
- CRD — 2944017 (high)
- “BrokerCheck Report RYAN CHARLES LEWIS CRD# 2944017” — sec_finra_regulatory
- Years experience — 27 (high)
- “Years of Experience: Over 27 years in the industry; 21 years with Morgan Stanley” — forbes_shook
- Designations — CFP, other:CMFC (Chartered Mutual Fund Counselor), other:CFS (Certified Fund Specialist), other:Family Wealth Director, other:Alternative Investments Director (medium)
- “Professional Designations: CERTIFIED FINANCIAL PLANNER™, Chartered Mutual Fund Counselor (CMFC), Certified Fund Specialist (CFS), Family Wealth Director, Alternative Investments Director, Stock Plan Director Team member” — forbes_shook
Book of business
- Team AUM ($M) — 43100 (high)
- “Team Assets (Custodied): $43.1B (as of June 2025)” — forbes_shook
- Account minimum ($M) — 10 (high)
- “Minimum Account Size for New Business: $10M” — forbes_shook
- Typical client net worth ($M) — 45 (high)
- “Typical Household Net Worth: $45-250M” — forbes_shook
- Client niche — C-suite executives and private equity principals of public companies; affluent families with complex needs (medium)
- “Focus Area/Customer Base: "Affluent families with complex needs, C-suite Executives, and Private Equity principals of public companies"” — forbes_shook
- Custodians — gap: not_applicable
- Fee model — fee_plus_commission (medium)
- “Currently employed by and registered with the following Firm(s): IA MORGAN STANLEY ... B MORGAN STANLEY” — sec_finra_regulatory
Positioning & marketing
- Website url — https://graystone.morganstanley.com/ryan.lewis (high)
- “Ryan C Lewis | Global Institutional Advisory Solutions | Graystone Consulting” — firm_official
- Value proposition (verbatim) — gap: not_found_after_search
- Differentiators — gap: not_found_after_search
- Content marketing — gap: not_found_after_search
- Has podcast — gap: not_found_after_search
- Books published — gap: not_found_after_search
- Linkedin url — https://www.linkedin.com/in/ryanlewisms/ (medium)
- “Ryan Lewis, CFP® - Managing Director, Family Wealth Director, Portolio Management Director, Private Wealth Advisor at Morgan Stanley | LinkedIn” — social_or_third_party_db
- Social presence — gap: not_found_after_search
- Press awards — Barron's Top 100 Institutional Consulting Teams, Barron's Top 1,200 Financial Advisors (low)
- “Barron’s 2021 Top 100 Institutional Consulting Teams List” — firm_official
Visual brand
- Has distinct logo — gap: not_found_after_search
- Logo url — gap: not_found_after_search
- Visual brand notes — gap: not_found_after_search