Lucile Ionescu
Investment adviser representative at Morgan Stanley
11 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
11 years in the industry.
- Morgan StanleyMar 2026 to now
- Universita Della Svizzera ItalianaSep 2024 to Feb 2026
- J.P. Morgan Securities LLCOct 2021 to Aug 2024
- JPMorgan Chase Bank, N.A.Oct 2021 to Aug 2024
- Charles Schwab & Co.Nov 2020 to Oct 2021
- TD AmeritradeNov 2020 to Oct 2021
- UnemployedApr 2020 to Oct 2020
- EstudiarenusaJan 2020 to Mar 2020
- UnemployedDec 2019 to Dec 2019
- Forum Language ExperienceMar 2019 to Nov 2019
- Forum Language ExperienceMay 2018 to Jul 2018
- Flourtown Swim ClubMay 2017 to Jul 2017
- Kevane Swim School LLCDec 2016 to Jan 2017
- Dickinson CollegeAug 2015 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
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
- 7315372
- Firm CRD
- 149777