Luke S Bohuslav

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2021 → Present
  Morgan Stanley Smith Barney Llc
  Walnut Creek, CA
• 10/2017 → 02/2021
  Pitchbook Data, Inc.
  Seattle, WA
• 08/2013 → 05/2017
  Loyola Marymount University
  Los Angeles, CA
• 06/2017 → 09/2017
  Kinder's Bbq
  Walnut Creek, CA

Other Businesses

*573516- Myself; Investment related: No; San Francisco, California; Tennis Practices; Individual (proprietor, partner, officer, director, employee, trustee, agent); 02/2024; During business hours: 0; After business hours: 2; Assist individuals with Tennis Practice

Exams

• S66 Uniform Combined State Law Examination
  2022-01-31