Lucas J Vernoia

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

• 07/2016 → 03/2017
  Kroger
  Dunwoody, GA
• 03/2017 → 09/2017
  Unemployed
  Dunwoody, GA
• 09/2017 → 08/2021
  Cream Espresso Gourmet
  Dunwoody, GA
• 09/2021 → 08/2024
  Oxford Retirement Advisors
  Atlanta, GA
• 01/2026 → Present
  Morgan Stanley
  Atlanta, GA
• 08/2024 → 05/2025
  Crema Espresso Gourmet
  Dunwoody, GA
• 05/2025 → 01/2026
  Unemployed
  Dunwoody, GA

Previous Registrations

• 2022-04-19 → 2024-12-23
  Madison Avenue Securities, Llc
  Atlanta, GA

Exams

• S66 Uniform Combined State Law Examination
  2022-04-15

Other Names

• Lucas John Vernoia