Michael Jeffrey Lewis
Investment adviser representative at Vernal Point Advisors, LLC
11 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$3.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Emerson EquityFeb 2022 to now
- Vernal Point Advisors, LLCJun 2015 to now
- Gordian Investments, LLCJun 2015 to Dec 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
State registrations
Registered as an investment adviser representative in 3 states (CA, FL, TX).
Vernal Point Advisors, LLC
$3.9BAssets managed
20Clients
6Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6524616
- Firm CRD
- 166587