Lucas Bergman is an investment adviser representative (IAR) with state registration records since 2024, appearing at 2 firms. Currently registered with MORGAN STANLEY SMITH BARNEY LLC.
| Firm | From | To | Current |
|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | 2025-07-09 | present | Yes |
| FLORIDA FINANCIAL ADVISORS, LLC | 2024-10-09 | 2025-06-06 | — |