Garrett Lucchesi

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

• 07/2013 → 07/2023
  E*Trade Securities Llc
  Rolling Hills, CA
• 07/2013 → 07/2023
  E*Trade Capital Management Llc
  Rolling Hills, CA
• 03/2023 → 07/2023
  Morgan Stanley
  Rolling Hills Estates, CA
• 07/2013 → 07/2023
  Harrisdirect Llc
  Rolling Hills, CA
• 07/2023 → 07/2024
  Tiaa-Cref Individual & Institutional Services, Llc
  Pasadena, CA
• 07/2023 → 07/2024
  Tiaa
  Pasadena, CA
• 07/2024 → 01/2026
  Charles Schwab & Co., Inc
  Sacramento, CA
• 07/2024 → 01/2026
  Charles Schwab Bank Ssb
  Sacramento, CA
• 02/2026 → Present
  Morgan Stanley
  Roseville, CA

Previous Registrations

• 2024-07-26 → 2026-02-06
  Charles Schwab & Co., Inc.
  Sacramento, CA
• 2023-08-22 → 2024-07-09
  Tiaa-Cref Individual & Institutional Services, Llc
  Pasadena, CA
  Long Beach, CA
• 2013-07-30 → 2023-08-15
  Harrisdirect Llc
  Arlington, VA
  Torrance, CA
  Rolling Hills, CA
  Los Angeles, CA
• 2009-05-12 → 2012-08-03
  New England Securities
  Foster City, CA
  Toluca Lake, CA
  Foster City, CA

Exams

• S66 Uniform Combined State Law Examination
  2009-04-22

Other Names

• Garrett Justin Lucchesi