Luke Stone Smith

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

• 11/2022 → 01/2023
  Ups
  Haslet, TX
• 08/2023 → 06/2024
  Starbucks
  Temple, TX
• 04/2019 → 02/2021
  Home Depot
  Roanoke, TX
• 08/2021 → 08/2022
  Chipotle Mexican Grill
  Fort Worth, TX
• 05/2023 → 08/2023
  Pine Cove
  Tyler, TX
• 02/2021 → 08/2021
  Fieldhouse Fitness Center Llc
  Justin, TX
• 02/2023 → 05/2023
  Doordash
  Belton, TX
• 01/2010 → 03/2019
  Unemployed
  Justin, TX
• 06/2024 → 08/2024
  Charles Schwab & Co., Inc.
  Austin, TX
• 08/2024 → 11/2024
  University Of Mary Hardin Baylor
  Be;Ton, TX
• 02/2025 → 01/2026
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 02/2025 → 01/2026
  Schwab Wealth Advisory
  Phoenix, AZ
• 01/2026 → Present
  Morgan Stanley
  Dallas, TX

Previous Registrations

• 2025-04-28 → 2026-01-16
  Schwab Wealth Advisory, Inc.
  Phoenix, AZ

Exams

• S66 Uniform Combined State Law Examination
  2025-04-26