Lucas Dominic Ryan
Investment adviser representative at Morgan Stanley
12 yearsExperience
1 stateRegistered 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.
- Morgan StanleyDec 2025 to now
- Morgan Stanley Private Bank, N.ADec 2025 to now
- Foreside Fund Services, LLCJun 2024 to Nov 2025
- Unicorn Strategic Partners, LLCMay 2024 to Nov 2025
- Blackrock Investments, LLCDec 2021 to May 2024
- BlackrockNov 2021 to May 2024
- Stonex Financial IncMay 2021 to Nov 2021
- XP Securities LLCSep 2018 to Apr 2021
- UnemployedJun 2018 to Aug 2018
- Xtended RecordsOct 2016 to Jan 2018
- University of MiamiAug 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 7012534
- Firm CRD
- 149777