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Lucas Bueno

9 Years of Experience
Sandy, UT
Broker

Lucas Bueno is a registered investment advisor at Morgan Stanley, based in Sandy, UT, with 9 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

200 West Civic Center Drive, Sandy, UT, 84070

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Lucas works as a contractor for Incentive Partners LLC, a technology company, assisting with software implementation. This takes about 10-20% of Lucas's time after business hours.

Employment History
Current Registrations
Morgan Stanley
June 2023 - Present · 2 yrs 11 mos
Morgan StanleyBroker
June 2023 - Present · 2 yrs 11 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
August 2019 - February 2023 · 3 yrs 6 mos
Fidelity Brokerage Services LLCBroker
November 2015 - February 2023 · 7 yrs 3 mos
State Registrations1 state
UT
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Lucas Bueno - Financial Advisor | TrueAdvisor