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Lucas J. Newbill

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CRD#: 5015737
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Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Lucas Jennings Newbill, who also goes by Lucas Newbill, was a registered financial professional .

Lucas is a previously registered financial professional and started their career in finance in 2005. Lucas had worked at 5 firms and has passed the Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Lucas Newbill

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

August 21, 2012 - April 4, 2013

MILLER TABAK + CO., LLC

BD
CRD#: 47293
NEW YORK, NY
Past

July 19, 2010 - April 20, 2012

MAXIM GROUP LLC

BD
CRD#: 120708
NEW YORK, NY
Past

January 22, 2010 - May 5, 2010

WJB CAPITAL GROUP, INC.

BD
CRD#: 37334
NEW YORK, NY
Past

October 28, 2008 - July 24, 2009

SG AMERICAS SECURITIES, LLC

BD
CRD#: 128351
NEW YORK, NY
Past

September 19, 2005 - October 20, 2008

CREDIT AGRICOLE SECURITIES (USA) INC.

BD
CRD#: 190
NEW YORK, NY

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 9/23/2005
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


MT
MILLER TABAK + CO., LLC
MILLER TABAK + CO., LLC | MILLER TABAK HIRSCH & CO., LLC

CRD#: 47293 / SEC#: , 8-51750

BD
Terminated by SEC on 12/23/2014
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Contact information


Main Address
Mailing Address
Phone number
Established
New York since 09/02/1998
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
JEFFCO MANAGEMENT, LLCMANAGING MEMBER
MTH HOLDINGS INC.MEMBER
LEVINE, CHARLES ROYCHIEF FINANCIAL OFFICER1831392
MILLER, JEFFREY DAVIDCO-CEO & INTERIM BD CCO334997
TABAK, JEFFREY STEVEN MR.CO-CEO & INTERIM RIA CCO856416

Disclosures


Regulatory Event13

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.

Company Information


MILLER TABAK + CO., LLC

CRD#: 47293

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