Lucas S. Rameaka

THORNBURG INVESTMENT MANAGEMENT

Medfield, MA

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CRD#: 4297969

Professional summary

Lucas Skidmore Rameaka, who also goes by Lucas S Rameaka, is a registered financial advisor currently at THORNBURG INVESTMENT MANAGEMENT INC located in Medfield, Massachusetts and THORNBURG SECURITIES LLC located in Santa Fe, New Mexico.

Lucas is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Lucas has worked at 12 firms and has passed the Series 65, Series 63, Series 31, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Lucas S Rameaka

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lucas Skidmore Rameaka's CRS (Customer Relationship Summary).

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®

None

Experience

Current

January 29, 2024 - Present

THORNBURG INVESTMENT MANAGEMENT INC

RIA

CRD#: 106357

Medfield, MA

Current

May 4, 2023 - Present

THORNBURG SECURITIES LLC

Office #1: 2300 North Ridgetop Road, Santa Fe, NM 87506

CRD#: 14857

Santa Fe, NM

Past

June 12, 2021 - February 15, 2023

LAZARD ASSET MANAGEMENT LLC

RIA

CRD#: 122836

NEW YORK, NY

Past

May 4, 2021 - February 15, 2023

LAZARD ASSET MANAGEMENT SECURITIES LLC

CRD#: 129119

NEW YORK, NY

Past

January 24, 2019 - November 6, 2019

TRANSAMERICA RETIREMENT ADVISORS, LLC

RIA

CRD#: 107319

Medfield, MA

Past

October 15, 2018 - April 6, 2021

TRANSAMERICA CAPITAL, LLC

CRD#: 8217

DENVER, CO

Past

May 10, 2007 - October 10, 2017

MANULIFE INVESTMENT MANAGEMENT (US) LLC

RIA

CRD#: 106435

BOSTON, MA

Past

May 7, 2007 - December 31, 2010

JOHN HANCOCK INVESTMENT MANAGEMENT LLC

RIA

CRD#: 105790

BOSTON, MA

Past

April 2, 2007 - October 9, 2017

JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC

CRD#: 28262

BOSTON, MA

Past

November 20, 2006 - April 13, 2007

BLACKROCK FINANCIAL MANAGEMENT, INC

RIA

CRD#: 107105

BOSTON, MA

Past

October 13, 2006 - April 13, 2007

BLACKROCK INVESTMENTS, LLC

CRD#: 38642

BOSTON, MA

Past

October 12, 2001 - October 17, 2006

STATE STREET RESEARCH INVESTMENT SERVICES, INC.

CRD#: 17580

BOSTON, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

THORNBURG INVESTMENT MANAGEMENT INC

CRD#: 106357 / SEC#: 801-17853

RIA

Registered Investment Advisory firm - (10/15/1982 Approved)

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Massachusetts
(5/4/2023)

IAR

Massachusetts
(9/6/2024)

New Mexico
(5/4/2023)

IAR

New Mexico
(1/29/2024)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/17/2006

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/3/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 31

Date: 6/25/2021

Futures Managed Funds Examination

General Industry/Product Exam

SIE

Date: 10/9/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/29/2006

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 10/11/2001

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

THORNBURG INVESTMENT MANAGEMENT INC

CRD#: 106357 / SEC#: 801-17853

RIA

Registered Investment Advisory firm - (10/15/1982 Approved)

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Contact information

Main Address

2300 North Ridgetop Road, Santa Fe, NM 87506

Mailing Address

Phone number

(505) 467-7283

Established

Firm type

Fiscal year end

# of Employees

219

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A BROCHURE MARCH 31, 2022 (3/28/2025)

Regulatory assets under management

Total Number of Accounts	705
AUM (Assets Under Management)	$ 45,288,445,586

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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Firm Stability Insights

Lucas S. Rameaka

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lucas Skidmore Rameaka's CRS (Customer Relationship Summary).

Certified licenses

Experience

THORNBURG SECURITIES LLC

LAZARD ASSET MANAGEMENT LLC

LAZARD ASSET MANAGEMENT SECURITIES LLC

TRANSAMERICA RETIREMENT ADVISORS, LLC

TRANSAMERICA CAPITAL, LLC

MANULIFE INVESTMENT MANAGEMENT (US) LLC

JOHN HANCOCK INVESTMENT MANAGEMENT LLC

JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC

BLACKROCK FINANCIAL MANAGEMENT, INC

BLACKROCK INVESTMENTS, LLC

STATE STREET RESEARCH INVESTMENT SERVICES, INC.

Primary Firm SEC Registration

THORNBURG INVESTMENT MANAGEMENT INC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/17/2006

Series 63

Date: 12/3/2001

Series 31

Date: 6/25/2021

SIE

Date: 10/9/2017

Series 7

Date: 6/29/2006

Series 6

Date: 10/11/2001

FINRA

Current Firm

THORNBURG INVESTMENT MANAGEMENT INC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

THORNBURG INVESTMENT MANAGEMENT INC

TRUST BUT VERIFY

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