Mark A. Lucia - Morgan Stanley Financial Advisor - Carlsbad, CA
Morgan Stanley
Mark A. Lucia
Senior Vice President
Financial Advisor
5796 Armada Drive
Suite 200
Carlsbad, CA 92008
tel: (760) 602-3516
toll-free: (800) 321-4781 
fax: (760) 438-0959

As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together I can help you to preserve and grow your wealth, you’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.

Associations
  • St. Patrick's Church
    Carlsbad, CA
  • Tri City Hospital Diamond Society
    Oceanside, CA
  • Bloomsburg University Alumni Association
  • San Diego Blood Bank
  • Support Our Troops - Carlsbad
Education and Licensing
  • Bachelors of Science, Business Administration-Accounting
    Bloomsburg University
    Bloomsburg, PA
  • Guided Portfolio Management
  • Series 3, 7, & 63 Licenses
  • Series 65 - Investment Advisory Agent
  • Life Insurance and Variable Annuity License
Honors and Recognition
  • Morgan Stanley* Century Council
  • Senior Vice President
  • 2010 Five Star Wealth Manager - San Diego Magazine
Business Experience
  • 1982 - Present: Morgan Stanley*

    Senior Vice President - Investments
    Carlsbad, CA
  • 1979 - 1981: Price Waterhouse Coopers

    Accountant / Auditor
    Philadelphia, PA

Bulletin Board
  • Our service commitment centers around a continual assessment of your goals, investments & performance while working with your other advisors, CPAs or Attorneys, to help you identify potential opportunities, reduce fees and simplify your life. To learn more, call or send an email.

  • The finest compliment I can receive is a referral from our friends and clients.

Mark A. Lucia holds the following registrations:
Securities Agent: AL, AZ, CA, CO, CT, FL, HI, IA, IL, IN, MA, MN, MO, NC, ND, NJ, NV, NY, OH, OR, PA, SC, TX, UT, VA, WA; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures;

This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.  Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.
Awards Disclosures

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