Travis A Lesko
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.
- Morgan StanleyMay 2025 to now
- Fidelity InvestmentsJun 2024 to Apr 2025
- UnemployedMay 2024 to Jun 2024
- Fidelity InvestmentsFeb 2024 to Apr 2024
- Fidelity InvestmentsJun 2023 to Aug 2023
- Eden Landscape Enterprise IncDec 2022 to Jan 2023
- Maclay SchoolNov 2022 to May 2024
- UnemployedAug 2022 to Nov 2022
- Universal OrlandoMay 2022 to Aug 2022
- UnemployedAug 2021 to May 2022
- Top GolfMay 2021 to Aug 2021
- I 9 SportsMay 2018 to Aug 2021
- UnemployedJun 2014 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 7948242
- Firm CRD
- 149777