LP
CFA
LP
CFA

Lucia Peyser

6 Years of Experience
New York, NY
Broker

Lucia Peyser is a CFA-designated registered investment advisor at Morgan Stanley, based in New York, NY, 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

750 Seventh Avenue, New York, NY, 10019

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Lucia co-owns a rental property in New York City since 2014, generating income from rent. She is also a co-owner of 601 Ocean Road, LLC, which holds a property for personal use and potential rental, dedicating a few hours per week to this LLC.

Employment History
Current Registrations
Morgan Stanley
June 2025 - Present · 11 mos
Morgan StanleyBroker
June 2025 - Present · 11 mos
Previous Registrations
Citigroup Global Markets INC.
September 2022 - June 2025 · 2 yrs 9 mos
Citi Global Advisory, LLC
September 2022 - June 2010 · 0 mos
Citigroup Global Markets INC.Broker
August 2022 - June 2025 · 2 yrs 10 mos
Citi Private Alternatives, LLCBroker
August 2022 - June 2025 · 2 yrs 10 mos
J.P. Morgan Securities LLCBroker
September 2019 - August 2022 · 2 yrs 11 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.