Lucas W Schiavitti

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

• 12/2024 → Present
  Morgan Stanley
  Chicago, IL
• 08/2024 → 10/2024
  Farmbar
  Chicago, IL
• 08/2023 → 05/2024
  Arc'TEryx
  Boulder, CO
• 09/2022 → 08/2024
  Colorado Boulder
  Boulder, CO
• 06/2022 → 08/2022
  Cadence Kitchen
  Downers Grove, IL
• 09/2021 → 08/2022
  University Of Colorado - Boulder
  Boulder, CO
• 06/2021 → 08/2022
  District D181
  Hinsdale, IL
• 09/2020 → 07/2021
  University Of Colorado Boulder
  Boulder, CO
• 08/2016 → 08/2020
  Hinsdale Central High School
  Hinsdale, IL

Exams

• S66 Uniform Combined State Law Examination
  2025-04-08

Other Names

• Luke William Schiavitti