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Lucas Ryan

6 Years of Experience
Miami, FL
Broker

Lucas Ryan is a registered investment advisor at Morgan Stanley, based in Miami, FL, with 6 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 South Biscayne Boulevard, Suite 1100, Miami, FL, 33131

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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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Employment History
Current Registrations
Morgan Stanley
December 2025 - Present · 5 mos
Morgan StanleyBroker
December 2025 - Present · 5 mos
Previous Registrations
Foreside Fund Services, LLCBroker
June 2024 - December 2025 · 1 yr 6 mos
Blackrock Investment Management, LLC
December 2021 - May 2024 · 2 yrs 5 mos
Blackrock Investments, LLCBroker
December 2021 - May 2024 · 2 yrs 5 mos
Stonex Financial INC.Broker
May 2021 - November 2021 · 6 mos
Xp Advisory US, INC.
January 2020 - April 2021 · 1 yr 3 mos
Xp Investments US, LLCBroker
January 2019 - April 2021 · 2 yrs 3 mos
State Registrations7 states
CACTFLGANJNYWY
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 Ryan - Financial Advisor | TrueAdvisor