Morgan Stanley
46yrs
Top advisor by experience in Colchester
43yrs
Lucinda Mary Bain
Financial advisor at Morgan Stanley
At a glance
Experience43 years (since 1983)
How that compares ?Top 1% by experience nationwide
Office105 West View Road 5th Floor, Colchester, VT 05446
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
States licensed ?2 states
Services through Morgan Stanley
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- 2009 – nowMorgan StanleyCurrent firm
- 2007 – 2009Morgan Stanley & Co. LLCPreviously
- 1994 – 2007Morgan Stanley DW Inc.Previously
Questions to ask Lucinda
Tailored to Lucinda’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Lucinda
How do I contact Lucinda?
Call Morgan Stanley at 914-225-5510 and ask for Lucinda Mary Bain. Lucinda works from the Colchester, VT office.
How long has Lucinda been a financial advisor?
Lucinda has been in the industry since 1983, about 43 years. Top 1% by experience nationwide.
What licenses does Lucinda hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Lucinda a fiduciary?
Lucinda is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Lucinda paid?
Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Lucinda for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Morgan Stanley
44yrs
Top 1% by experience in Colchester
Morgan Stanley
44yrs
Top 1% by experience nationwide
Morgan Stanley
43yrs
Top 1% by experience nationwide
Morgan Stanley
43yrs
Top 1% by experience nationwide
ESI Financial Advisors
43yrs
Top 2% by experience at ESI Financial Advisors