Adviser and broker representative · Vernal Point Advisors, LLC
Michael J. Lewis
CRD 6524616 · San Francisco, CA
At a glance
Michael J. Lewis is an investment adviser representative with Vernal Point Advisors, LLC in San Francisco, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Michael’s SEC record dates to 2015, about 11 years ago. Michael is also registered as a broker representative. Designations on file: Certified Financial Planner.
Current advisory firm
- Vernal Point Advisors, LLCSince August 2015San Francisco, CA · $3.9B in regulatory assets
SEC adviser record
- Registered since
- 2015 (11 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63
- Registered in
- 3 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Michael’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
More at Vernal Point Advisors, LLC
- Ryan J. CardiffSan Francisco · Chartered Financial Analyst
- Richard G. Faw IIISan Francisco · Certified Financial Planner, Chartered Financial Analyst
- Mark D. GuinneySan Francisco · Chartered Financial Analyst
- Paul W. MorelliSan Francisco · Certified Financial Planner, Chartered Financial Analyst
- John E. TurcikSan Francisco
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