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Lucyna K Gavrylyuk

Investment adviser representative at Morgan Stanley
12 yearsExperience
2 statesRegistered in
$2TFirm assets
17 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feeCommissionsPerformance-basedOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

12 years in the industry.

  1. Morgan StanleyMar 2022 to now
  2. Fifth Third BankMay 2019 to Mar 2022
  3. Fifth Third SecuritiesMay 2019 to Mar 2022
  4. Cetera Investment Advisers LLCJun 2015 to May 2019
  5. Cetera Investment ServicesJan 2015 to May 2019
  6. Mb Financial InvestmentsOct 2014 to May 2019

Exams passed

  • Series 66 · Uniform Combined State Law2015

State registrations

Registered as an investment adviser representative in 2 states (IL, TX).

Morgan Stanley

Legal name: Morgan Stanley Smith Barney LLC

$2TAssets managed
2,703,720Clients
23,165Advisers
17 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
6435070
Firm CRD
149777
Advisor's SEC record (opens in a new tab)
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