Luke Ritsema

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

• 03/2025 → Present
  Morgan Stanley
  Raleigh, NC
• 05/2020 → 03/2025
  Hatteras Investment Partners
  Raleigh, NC
• 08/2017 → 05/2020
  University Of North Carolina At Wilmington
  Wilmington, NC
• 08/2016 → 05/2017
  Elon University
  Burlington, NC
• 08/2024 → 10/2024
  Cardinal Gibbons High School
  Raleigh, NC
• 08/2023 → 10/2023
  Cardinal Gibbons High School
  Raleigh, NC

Other Businesses

*634734- Cardinal Gibbons High School; Investment Related: No; Raleigh, North Carolina; Coaching Soccer Team; Employee (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 08/2025; During Business Hours: 0; After Business Hours: 6; Assistant Coach for Boys Varsity Soccer Team

Exams

• S66 Uniform Combined State Law Examination
  2025-06-20

Other Names

• Luke Alan Ritsema