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Luca Tolino

Morgan Stanley

Baltimore, MD

CRD 8161861

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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 2026-06-18
MD RA APPROVED 2026-06-01
  • TX RA
    APPROVED
    Since 2026-06-18
  • MD RA
    APPROVED
    Since 2026-06-01

Branch Locations

1201 Wills Street Suite 700, Baltimore, MD 21231 • 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
Morgan Stanley Baltimore MD 10/2025 Present
Bbr Partners New York NY 06/2024 08/2024
Wms Partners Towson MD 01/2024 02/2024
Mercer Advisors Radnor PA 06/2023 08/2023
Loyola University Maryland Baltimore MD 09/2023 05/2025
Gettysburg College Gettysburg PA 09/2021 05/2023
The Pub & Restaurant Gettysburg PA 03/2022 01/2023
Panera Bread Linthicum Heights MD 05/2022 08/2022
Unemployed New Market MD 01/2016 03/2022
Unemployed New Market MD 05/2025 10/2025
  • 10/2025 → Present
    Morgan Stanley
    Baltimore, MD
  • 06/2024 → 08/2024
    Bbr Partners
    New York, NY
  • 01/2024 → 02/2024
    Wms Partners
    Towson, MD
  • 06/2023 → 08/2023
    Mercer Advisors
    Radnor, PA
  • 09/2023 → 05/2025
    Loyola University Maryland
    Baltimore, MD
  • 09/2021 → 05/2023
    Gettysburg College
    Gettysburg, PA
  • 03/2022 → 01/2023
    The Pub & Restaurant
    Gettysburg, PA
  • 05/2022 → 08/2022
    Panera Bread
    Linthicum Heights, MD
  • 01/2016 → 03/2022
    Unemployed
    New Market, MD
  • 05/2025 → 10/2025
    Unemployed
    New Market, MD
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-30
  • S66 Uniform Combined State Law Examination
    2026-05-30

View on SEC IAPD

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