William A Lasco

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

• 04/2025 → 08/2025
  Carter Terry & Co Inc.
  Atlanta, GA
• 01/2025 → 07/2025
  Sfaa
  Columbia, SC
• 11/2024 → 01/2025
  Unemployed
  Atlanta, GA
• 06/2024 → 11/2024
  Sfaa
  Columbia, SC
• 06/2023 → 08/2024
  Hometeam Bbq
  Columbia, SC
• 04/2021 → 07/2021
  Mellowmushroom
  Atlanta, GA
• 04/2015 → 04/2021
  Student
  Atlanta, GA
• 09/2025 → Present
  Morgan Stanley
  New York, NJ
• 05/2022 → 07/2022
  Mellow Mushroom
  Atlanta, GA
• 08/2021 → 05/2022
  Unemployed
  Atlanta, GA
• 08/2022 → 06/2023
  Unemployed
  Atlanta, GA

Previous Registrations

• 2025-06-27 → 2025-08-13
  Carter, Terry & Company, Inc.
  Atlanta, GA
  Atlanta, GA

Exams

• S66 Uniform Combined State Law Examination
  2025-05-09

Other Names

• William Alton Lasco