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Zachary J Lucas

Morgan Stanley

Purchase, NY

New York, NY

CRD 7587871

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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
NJ RA APPROVED 2025-01-15
NY RA APPROVED 2025-01-14
  • NJ RA
    APPROVED
    Since 2025-01-15
  • NY RA
    APPROVED
    Since 2025-01-14

Branch Locations

2000 Westchester Avenue, Purchase, NY 10577-2530 • USA

1 New York Plaza, New York, NY 10004 • 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 New York NY 08/2022 Present
Cci Stamford CT 07/2021 08/2022
M&T Bank Melville NY 08/2020 07/2021
Student Northvale NJ 09/2000 08/2020
  • 08/2022 → Present
    Morgan Stanley
    New York, NY
  • 07/2021 → 08/2022
    Cci
    Stamford, CT
  • 08/2020 → 07/2021
    M&T Bank
    Melville, NY
  • 09/2000 → 08/2020
    Student
    Northvale, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-13
  • S66 Uniform Combined State Law Examination
    2025-01-13
Other Names
  • Zach Lucas

View on SEC IAPD

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