Best Investors Account Sign in

Luke Colbert Lasseter

Morgan Stanley

Dallas, TX

CRD 7898310

Claim This Profile
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 2024-09-14
  • TX RA
    APPROVED
    Since 2024-09-14

Branch Locations

8383 Preston Center Plaza Suite 400, Dallas, TX 75225 • 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
Equitable Advisors, Llc New York NY 04/2024 06/2024
Unemployed Waco TX 12/2023 04/2024
Baylor University Waco TX 08/2019 12/2023
Keystone Bank Austin TX 06/2023 08/2023
Western Stain And Polish Dripping Springs TX 06/2022 08/2022
Smarterx Boulder CO 04/2020 09/2020
Westlake High School Austin TX 08/2014 05/2019
Morgan Stanley Dallas TX 06/2024 Present
Morgan Stanley Private Bank, N.A New York NY 03/2026 Present
  • 04/2024 → 06/2024
    Equitable Advisors, Llc
    New York, NY
  • 12/2023 → 04/2024
    Unemployed
    Waco, TX
  • 08/2019 → 12/2023
    Baylor University
    Waco, TX
  • 06/2023 → 08/2023
    Keystone Bank
    Austin, TX
  • 06/2022 → 08/2022
    Western Stain And Polish
    Dripping Springs, TX
  • 04/2020 → 09/2020
    Smarterx
    Boulder, CO
  • 08/2014 → 05/2019
    Westlake High School
    Austin, TX
  • 06/2024 → Present
    Dallas, TX
  • 03/2026 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Other Businesses

*610374 - TikTok Inc.; Investment related: Yes; Culver City, California; Content Creation; Creator(proprietor, partner, officer, director, employee, trustee, agent); 9/2024; During business hours: 0; After business hours: 20; Posts content and recieves commissions on videos based off views/interations. *705565- Luconian Studios LLC; Investment related No; Carrollton, Texas; Gaming Creation/Content; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 07/2026; During business hours: 0; After business hours: 10; Administrative

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-13
  • S66 Uniform Combined State Law Examination
    2024-09-13

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Dallas, TX

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor