# KYLE R LEWIE

KYLE R LEWIE is an investment adviser representative (IAR) with state registration records since 1997, appearing at 8 firms. Currently registered with OPTIVISE ADVISORY SERVICES LLC.

## Registration history (9)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [OPTIVISE ADVISORY SERVICES LLC](https://search.stillhousedata.com/firm/301764) | 2021-01-04 | present | Yes |
| [OPTIVISE ADVISORY SERVICES LLC](https://search.stillhousedata.com/firm/301764) | 2019-06-12 | 2020-12-31 | — |
| [BLUE DUCK WEALTH MANAGEMENT](https://search.stillhousedata.com/firm/281832) | 2017-05-25 | 2019-06-28 | — |
| [CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.](https://search.stillhousedata.com/firm/134139) | 2015-08-03 | 2016-10-13 | — |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2012-10-05 | 2015-07-21 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2008-09-12 | 2012-10-09 | — |
| [MORGAN STANLEY & CO. LLC](https://search.stillhousedata.com/firm/8209) | 2007-04-02 | 2008-09-22 | — |
| [MORGAN STANLEY DW INC.](https://search.stillhousedata.com/firm/7556) | 2006-08-25 | 2007-04-02 | — |
| [UBS FINANCIAL SERVICES INC.](https://search.stillhousedata.com/firm/8174) | 1997-05-09 | 2006-09-05 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2403425)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2403425.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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