LT
Lucas F. Turton
CLARITAS ADVISORS
BOSTON, MA
Some features on this profile are disabled
CRD#: 4993050
LT
Professional summary
Lucas F Turton is a registered financial advisor currently at CLARITAS ADVISORS, LLC located in Boston, Massachusetts.
Lucas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Lucas has worked at 2 firms .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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 Lucas F Turton'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®
NoneExperience
Current
May 7, 2025 - Present
CLARITAS ADVISORS, LLC
RIA
CRD#: 334055
BOSTON, MA
Past
November 18, 2010 - December 19, 2019
WINDHAM CAPITAL MANAGEMENT, LLC
RIA
CRD#: 110539
BOSTON, MA
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
Massachusetts(5/7/2025)
Exams
Current Firm
CA
CLARITAS ADVISORS, LLC
CLARITAS ADVISORS, LLC
CRD#: 334055 / SEC#:
Massachusetts
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Contact information
Main Address
Boston, MA
Mailing Address
Phone number
(857) 867-5387
Established
Firm type
Fiscal year end
# of Employees
1
0
Red Flags
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