Thomas A. Lucash
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
PLYMOUTH, WI
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CRD#: 4710777
Professional summary
Thomas Andrew Lucash, CFP®, who also goes by Thomas A Lucash, Thomas Lucash, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Plymouth, Wisconsin and FIDELITY BROKERAGE SERVICES LLC located in Mequon, Wisconsin.
Thomas is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Thomas has worked at 7 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.
Biography
As a Financial Consultant with Fidelity Investments and 18 years of industry experience, I am passionate in partnering with my clients to understand their most important financial goals and aspirations. We work together in developing customized plans that provide for flexibility, comfort, and sustainability.
Question & Answer
What are your service offerings?
Retirement Planning
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Thomas A Lucash | Thomas Lucash
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.
CRS (Client Relationship Summary) - RIA
Click below to view Thomas Andrew Lucash'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®
CFP®
Start date: 2020
Education
Fairfield University
Bachelor of Science (BS) - Finance
2003
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 11721 N Port Washington Rd Ste 100, Mequon, WI 53092-3419RIA
CRD#: 104555
PLYMOUTH, WI
Current
January 30, 2019 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 11721 N Port Washington Rd Ste 100, Mequon, WI 53092BD
CRD#: 7784
Mequon, WI
Past
January 31, 2019 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
BROOKFIELD, WI
Past
January 13, 2010 - December 6, 2018
EAGLE STRATEGIES LLC
RIA
CRD#: 110826
Plymouth, WI
Past
July 18, 2005 - January 13, 2010
NEW YORK LIFE INVESTMENT MANAGEMENT LLC
RIA
CRD#: 109591
NEW YORK, NY
Past
July 18, 2005 - December 6, 2018
NYLIFE DISTRIBUTORS LLC
BD
CRD#: 35350
PARSIPPANY, NJ
Past
January 5, 2004 - October 29, 2004
MORGAN STANLEY DW INC.
RIA
CRD#: 7556
WARREN, NJ
Past
December 5, 2003 - October 29, 2004
MORGAN STANLEY DW INC.
BD
CRD#: 7556
PURCHASE, NY
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".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 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.RR
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
RR
Alabama(1/18/2024)
RR
Alaska(1/3/2020)
RR
Arizona(1/30/2019)
RR
California(11/8/2019)
RR
Colorado(3/4/2022)
RR
Connecticut(6/8/2020)
RR
Florida(1/30/2019)
RR
Georgia(1/3/2020)
RR
Hawaii(6/2/2020)
RR
Idaho(2/28/2024)
RR
Illinois(1/30/2019)
RR
Maryland(2/12/2021)
RR
Massachusetts(3/25/2023)
RR
Michigan(1/30/2019)
RR
Minnesota(1/3/2020)
RR
Mississippi(9/29/2023)
RR
Nevada(1/6/2020)
RR
New York(1/18/2023)
RR
North Carolina(8/8/2020)
RR
Ohio(8/9/2020)
RR
South Carolina(8/8/2020)
RR
Tennessee(10/9/2020)
RR
Texas(12/10/2020)
IAR
Texas(3/31/2025)
RR
Utah(3/25/2023)
RR
Washington(3/25/2023)
RR
Wisconsin(1/30/2019)
IAR
Wisconsin(3/31/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Vice President, Financial ConsultantCRD#: 104555Plymouth, WITRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
