Luke Riess Lundberg
Investment Adviser Representative at Morgan Stanley
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Luke Riess Lundberg is an investment adviser representative with Morgan Stanley in Seattle, WA, where they have been registered since 2025. They have worked in the securities industry since 2024 and were previously registered with J.p. Morgan Securities LLC. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Texas and Washington.
Office
Advisors at this office: 140
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Texas, Washington
- Broker:
27 states and territories
Alaska, Arizona, California, Colorado, Florida, Georgia, Hawaii, Idaho, Louisiana, Maryland, Massachusetts, Michigan, Montana, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Oklahoma, Oregon, Pennsylvania, Texas, Utah, Vermont, Virginia, Washington
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- J.P. Morgan Securities LLCJul 2024 – Oct 2025Tempe, AZ
- M Culinary Concepts LLCJan 2023 – Oct 2025Phoenix, AZ
- College Movers LLCNov 2022 – Apr 2024Phoenix, AZ
- Camelback Strategy GroupJan 2024 – Apr 2024Phoenix, AZ
- Rayhons FinancialSep 2023 – Jan 2024Gilbert, AZ
- Rayhons FinancialMay 2023 – Jul 2023Gilbert, AZ
- Valley Christmas Lights LLCDec 2022 – Dec 2022Phoenix, AZ
- Van Engen Business Solutions LLCMay 2022 – Aug 2022Urbandale, IA
- Grand Canyon Education IncOct 2021 – Dec 2021Phoenix, AZ
- Hy-veeFeb 2018 – Aug 2019Phoenix, AZ
- UnemployedJul 2014 – Jan 2018Urbandale, IA
- UnemployedSep 2019 – Sep 2021Phoenix, AZ
- Camelback Strategy GroupDec 2021 – Apr 2022Phoenix, AZ
- UnemployedSep 2022 – Oct 2022Phoenix, AZ
- Sandpiper Strategies LLCMar 2025 – Oct 2025Phoenix, AZ
- Morgan StanleyNov 2025 – no end date reportedSeattle, WA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Morgan Stanley
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Commissions
- Fixed fee
- Performance-based fees
- Other
- Firm account minimum
- $10,000 (waivable)
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 23,008
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Purchase, NY
- SEC file number:
- 801-70103
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 28, 2026
View full firm profileOther advisors at Morgan Stanley
Showing 12 of 23,008 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Luke Riess Lundberg has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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