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Lucas B Eveslage

Morgan Stanley

San Francisco, CA

CRD 7137359

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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 2020-08-28
CA RA APPROVED 2019-11-06
  • TX RA
    APPROVED
    Since 2020-08-28
  • CA RA
    APPROVED
    Since 2019-11-06

Branch Locations

555 California Street Pwm, San Francisco, CA 94104 • 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 San Francisco CA 08/2019 Present
San Mateo Athletic Club San Mateo CA 05/2015 09/2016
Beatshare San Luis Obispo CA 12/2016 08/2017
Pepsico Manteca CA 06/2018 08/2018
Cal Poly San Luis Obispo San Luis Obispo CA 09/2015 06/2019
  • 08/2019 → Present
    Morgan Stanley
    San Francisco, CA
  • 05/2015 → 09/2016
    San Mateo Athletic Club
    San Mateo, CA
  • 12/2016 → 08/2017
    Beatshare
    San Luis Obispo, CA
  • 06/2018 → 08/2018
    Pepsico
    Manteca, CA
  • 09/2015 → 06/2019
    Cal Poly San Luis Obispo
    San Luis Obispo, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-11-06
  • S66 Uniform Combined State Law Examination
    2019-11-06

View on SEC IAPD

Nearby Firms

FORT POINT CAPITAL PARTNERS LLC
DIVISAR CAPITAL MANAGEMENT, LLC
CHARLES SCHWAB & CO., INC.

Nearby Investors

TIMOTHY TODD MCDOWELL
JOHN HUGH MCDEVITT
JOSEPH WADE PITTS

Nearby Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA

More in San Francisco, CA

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