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Lucas Weidner

3 Years of Experience
Albuquerque, NM
Broker

Lucas Weidner is a registered investment advisor at Morgan Stanley, based in Albuquerque, NM, with 3 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

6565 Americas Parkway, Suite 400, Albuquerque, NM, 87110

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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 co-owns Dukes City Danes LLC with their spouse, breeding and selling Great Danes since 2022. This takes about 10-20% of Lucas's time, with no time spent during trading hours.

Employment History
Current Registrations
Morgan StanleyBroker
September 2024 - Present · 2 yrs
Morgan Stanley
September 2024 - Present · 2 yrs
Previous Registrations
Wells Fargo Advisors
January 2023 - August 2024 · 1 yr 7 mos
Wells Fargo Clearing Services, LLCBroker
December 2022 - August 2024 · 1 yr 8 mos
State Registrations46 states
AKALAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENJNMNVNYOHOKORPASCSDTNTXUTVAWAWIWY
AdvisorBrokerBoth

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