Lucia Peyser

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

• 08/2019 → 08/2022
  Jpmorgan Chase Bank Na
  New York, NY
• 08/2019 → 08/2022
  Jpmorgan Securities Llc
  New York, NY
• 08/2005 → 07/2019
  Jpmorgan Asset Management
  New York, NY
• 08/2022 → 06/2025
  Citigroup
  New York, NY
• 06/2025 → Present
  Morgan Stanley
  New York, NY

Previous Registrations

• 2022-09-19 → 2025-06-06
  Citigroup Global Markets Inc.
  New York, NY
  Tampa, FL
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  Los Angeles, CA
  Glen Ridge, NJ
• 2022-09-19 → 2010-06-30
  Citi Private Alternatives, Llc
  New York, NY
  New York, NY
  Tampa, FL
  Glen Ridge, NJ
  Los Angeles, CA

Other Businesses

645321 - Rental Property; Investment Related - Yes; New York, New York; Rental Property; Sole Proprietor/Owner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 02/2014; During Business Hours: 0; After Business Hours: 1; Rental property. 645351 - 601 OCEAN ROAD, LLC; Investment Related - Yes; Spring Lake, New Jersey; Rental Property; Sole Proprietor/Owner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 07/2021; During Business Hours: 0; After Business Hours: 2; Sole Proprietor/Owner.

Exams

• S63 Uniform Securities Agent State Law Examination
  2019-09-16

Designations

• Chartered Financial Analyst

Other Names

• Lucia Concepcion Peyser
• Lucia Peyser