Lance J. Stonecypher

RAYMOND CAPITAL ADVISORS

Sarasota, FL

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CRD#: 2837617

Professional summary

Lance Jay Stonecypher, CFA, who also goes by Lance J Stonecypher, is a registered financial advisor currently at RAYMOND CAPITAL ADVISORS, LLC located in Sarasota, Florida.

Lance is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Lance has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Lance J Stonecypher

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

LJS Capital, LLC; Investment Related; Sarasota, FL; My IRA owns an LLC for the purpose of holding private equity and commercial real estate partnerships; Manager; 5/21/2014; Approximately 1-2 hours per month, mostly outside of security trading hours; Hold private equity and commercial estate, and other investments in my IRA; Currently exploring possible option trading with this entity's capital, which may involve some time during security trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lance Jay Stonecypher's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFA

Chartered Financial Analyst

Experience

Current

October 8, 2018 - Present

RAYMOND CAPITAL ADVISORS, LLC

RIA

CRD#: 154412

Sarasota, FL

Past

May 1, 2012 - November 13, 2015

NED DAVIS RESEARCH, INC.

RIA

CRD#: 112260

VENICE, FL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(10/8/2018)

IAR

North Carolina
(3/14/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

RAYMOND CAPITAL ADVISORS, LLC

NED DAVIS INVESTMENT MANAGEMENT, LLC | RAYMOND CAPITAL ADVISORS, LLC

CRD#: 154412 / SEC#: 801-72436

RIA

Registered Investment Advisory firm - (11/3/2011 Terminated)

Florida

Registered Investment Advisory firm - (10/21/2011 Approved)

North Carolina

Registered Investment Advisory firm - (4/12/2021 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

Sarasota, FL

Mailing Address

Phone number

(941) 504-1842

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	44
AUM (Assets Under Management)	$ 28,858,344

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Lance J. Stonecypher

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lance Jay Stonecypher's CRS (Customer Relationship Summary).

Certified licenses

Experience

RAYMOND CAPITAL ADVISORS, LLC

NED DAVIS RESEARCH, INC.

State Registrations and Notice Filings

Exams

Current Firm

RAYMOND CAPITAL ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

RAYMOND CAPITAL ADVISORS, LLC

TRUST BUT VERIFY

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