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RIA / WealthAdvisor22 years in industry

TRISTAN ROBERT LEWIS

Advisor at OBJECTIVE CAPITAL MANAGEMENT, LLC

Juno Beach, FL | FAIRLAWN, OH

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Search this name across graphsid dfx:ria:c20c01ce-8ecf-7194-ce76-15dcd02292cb

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:11 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: May 15, 2007 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: OBJECTIVE CAPITAL MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 23, 2003earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 15derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 3
Exams: S65|S63
First exam: Sep 23, 2003
First registration: May 15, 2007
Dual registered: no
Other names: TRISTAN ROBERT LEWIS|TRISTAN R LEWIS
IAPD individual key: 4647376

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
OBJECTIVE CAPITAL MANAGEMENT, LLC	Independent wealth	Jan 20, 2011	n/a	yes	FAIRLAWN, OH\|Juno Beach, FL	Current employment
MORGAN STANLEY	Wirehouse	Jun 1, 2009	Jan 21, 2011	no	CLEVELAND, OH\|Cleveland, OH	Previous registration
MORGAN STANLEY & CO. LLC	n/a	Jan 26, 2009	Jun 1, 2009	no	CLEVELAND, OH	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Jun 30, 2008	Dec 10, 2008	no	CHICO, CA\|CLEVELAND, OH	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	May 15, 2007	May 19, 2008	no	Cleveland, OH\|NEW YORK, NY\|NEW YORK, NY	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MORGAN STANLEY	OBJECTIVE CAPITAL MANAGEMENT, LLC	Jan 21, 2011	Jan 20, 2011	-1	Firm change	Wirehouse to RIA
MORGAN STANLEY & CO. LLC	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	MORGAN STANLEY & CO. LLC	Dec 10, 2008	Jan 26, 2009	47	Firm change	Other
J.P. MORGAN SECURITIES LLC	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	May 19, 2008	Jun 30, 2008	42	Firm change	Wirehouse to wirehouse

Relationships

Registered with (5)

→ OBJECTIVE CAPITAL MANAGEMENT, LLCRegistered adviserregistration: current employment
Jan 20, 2011 to presentfactForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 1, 2009 to Jan 21, 2011factForm ADV
→ MORGAN STANLEY & CO. LLCRegistered adviserregistration: previous registration
Jan 26, 2009 to Jun 1, 2009factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Jun 30, 2008 to Dec 10, 2008factForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
May 15, 2007 to May 19, 2008factForm ADV

Dated events

No dated event names this entity yet.