UBS Financial Services
47yrs
Top advisor by experience at UBS Financial Services
2yrs
Based in Dallas, Texas, Luke Lasseter is a fiduciary financial advisor with 2 years of industry experience. Luke has been with Morgan Stanley since 2024. Morgan Stanley offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 3926 advisors with offices in Dallas, and one of 3530 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office8383 Preston Center Plaza Suite 400, Dallas, TX 75225
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$670,481
Advisors at the firm23,156
States licensed ?1 state
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.
Series 66Uniform Combined State Law Examination
Career
- 2024 – nowMorgan StanleyCurrent firm
Contact Luke
(914) 225-5510Firm headquarters in Purchase, NY. Ask for Luke. 8383 Preston Center Plaza Suite 400Dallas, TX 75225Office · Get directions Firm websiteHTTP://WWW.MORGANSTANLEY.COM
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Questions to ask Luke
Tailored to Luke’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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
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About Luke
How do I contact Luke?
Call Morgan Stanley at (914) 225-5510 and ask for Luke Lasseter. Luke works from the Dallas, TX office.
How long has Luke been a financial advisor?
Luke has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Luke hold?
Series 66. Tap any license on this page to see what it allows.
Is Luke a fiduciary?
Luke is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Luke 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 Luke for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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