Lucas Bergman

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

• 10/2024 → 06/2025
  Florida Financial Advisors
  Miami Lakes, FL
• 05/2023 → 02/2024
  Agromovil Inc
  Washington Dc, DC
• 05/2022 → 08/2022
  Clean Tech Hub
  Bogota
• 05/2021 → 08/2021
  Davivienda Wealth Management
  Bogota
• 05/2020 → 08/2020
  Amelia Toro
  Bogota
• 02/2024 → 10/2024
  Unemployed
  Miami, FL
• 08/2022 → 05/2023
  American University
  Washington Dc, DC
• 08/2021 → 05/2022
  American University
  Washington Dc, DC
• 08/2020 → 05/2021
  American Univerisity
  Washington Dc, DC
• 08/2019 → 05/2020
  American University
  Washington Dc, DC
• 01/2014 → 08/2019
  Colegio Nueva Granada
  Bogota
• 12/2024 → 06/2025
  Trinity Wealth Securities, Llc
  Miami, FL
• 06/2025 → Present
  Morgan Stanley
  Miami, FL

Previous Registrations

• 2024-10-09 → 2025-06-06
  Florida Financial Advisors, Llc
  Miami Lakes, FL

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-07-15
• S65 Uniform Investment Adviser Law Examination
  2024-09-20