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Luke Tagliaferri

Morgan Stanley

Purchase, NY

CRD 7369933

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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:

Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-07-01
NY RA APPROVED 2022-04-04
  • TX RA
    APPROVED
    Since 2022-07-01
  • NY RA
    APPROVED
    Since 2022-04-04

Branch Locations

2000 Westchester Avenue 1Nc, Purchase, NY 10577 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Smith Barney Llc Purchase NY 05/2021 Present
Blindtek Designer Systems Elmsford NY 06/2017 08/2017
Fordham University Bronx NY 08/2017 12/2017
Fordham University Bronx NY 08/2018 04/2021
Staffing Solutions Yonkers NY 10/2020 05/2021
Bedrock Wealth Strategies Elmsford NY 05/2019 08/2019
Fordham University Bronx NY 08/2016 05/2020
  • 05/2021 → Present
    Morgan Stanley Smith Barney Llc
    Purchase, NY
  • 06/2017 → 08/2017
    Blindtek Designer Systems
    Elmsford, NY
  • 08/2017 → 12/2017
    Fordham University
    Bronx, NY
  • 08/2018 → 04/2021
    Fordham University
    Bronx, NY
  • 10/2020 → 05/2021
    Staffing Solutions
    Yonkers, NY
  • 05/2019 → 08/2019
    Bedrock Wealth Strategies
    Elmsford, NY
  • 08/2016 → 05/2020
    Fordham University
    Bronx, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-04-04
  • S66 Uniform Combined State Law Examination
    2022-04-04
Other Names
  • Luke S Tagliaferri

View on SEC IAPD

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