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Lucas D Intagliata

Morgan Stanley

New York, NY

CRD 7993099

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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 2025-11-14
NJ RA APPROVED 2025-09-09
NY RA APPROVED 2025-09-09
  • TX RA
    APPROVED
    Since 2025-11-14
  • NJ RA
    APPROVED
    Since 2025-09-09
  • NY RA
    APPROVED
    Since 2025-09-09

Branch Locations

One Penn Plaza 43Rd Floor, New York, NY 10119 • 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
Uc Berkeley Berkeley CA 01/2025 06/2025
Morgan Stanley New York NY 01/2025 01/2025
Uc Berkeley Berkeley CA 08/2021 01/2025
Johns Hopkins Center For Talented Youth New York NY 06/2023 08/2023
South Orange Maplewood Little League South Orange NJ 01/2016 01/2021
Columbia High School Maplewood NJ 09/2017 08/2021
Maplewood Middle School Maplewood NJ 09/2014 09/2017
Morgan Stanley New York NY 07/2025 Present
The Inspired Garden Maplewood NJ 06/2022 08/2022
The Inspired Garden Maplewood NJ 06/2023 07/2023
The Inspired Garden Maplewood NJ 06/2024 07/2024
  • 01/2025 → 06/2025
    Uc Berkeley
    Berkeley, CA
  • 01/2025 → 01/2025
    Morgan Stanley
    New York, NY
  • 08/2021 → 01/2025
    Uc Berkeley
    Berkeley, CA
  • 06/2023 → 08/2023
    Johns Hopkins Center For Talented Youth
    New York, NY
  • 01/2016 → 01/2021
    South Orange Maplewood Little League
    South Orange, NJ
  • 09/2017 → 08/2021
    Columbia High School
    Maplewood, NJ
  • 09/2014 → 09/2017
    Maplewood Middle School
    Maplewood, NJ
  • 07/2025 → Present
    Morgan Stanley
    New York, NY
  • 06/2022 → 08/2022
    The Inspired Garden
    Maplewood, NJ
  • 06/2023 → 07/2023
    The Inspired Garden
    Maplewood, NJ
  • 06/2024 → 07/2024
    The Inspired Garden
    Maplewood, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-08
  • S66 Uniform Combined State Law Examination
    2025-09-08

View on SEC IAPD

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