Lucas C White
Investment adviser representative at Morgan Stanley
11 yearsExperience
1 stateRegistered in
$2TFirm assets
17 yearsFirm in business
Are you Lucas C White? Claim your profile
Contact this firm
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 StanleyNov 2025 to now
- Community Financial System, Inc.Jul 2024 to Nov 2025
- NoneJan 2024 to Jul 2024
- Sherwin-williamsMay 2023 to Jan 2024
- NoneJan 2023 to May 2023
- Southern Pressed Juicery By Table 301Apr 2022 to Jan 2023
- Lowes FoodsAug 2019 to Apr 2022
- Riverside High SchoolAug 2015 to May 2022
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (VT).
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
- 8186565
- Firm CRD
- 149777