Skip to content

William A Lasco

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

Are you William A Lasco? Claim your profile

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

10 years in the industry.

  1. Morgan StanleySep 2025 to now
  2. Carter Terry & Co Inc.Apr 2025 to Aug 2025
  3. SfaaJan 2025 to Jul 2025
  4. UnemployedNov 2024 to Jan 2025
  5. SfaaJun 2024 to Nov 2024
  6. Hometeam BbqJun 2023 to Aug 2024
  7. UnemployedAug 2022 to Jun 2023
  8. Mellow MushroomMay 2022 to Jul 2022
  9. UnemployedAug 2021 to May 2022
  10. MellowmushroomApr 2021 to Jul 2021
  11. StudentApr 2015 to Apr 2021

Exams passed

  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 2 states (NY, 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
8069350
Firm CRD
149777
Advisor's SEC record (opens in a new tab)
CallContact this firm