Lucas R. Carey

SHORE FINANCIAL PLANNING

Monmouth Beach, NJ 07750-1363

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CRD#: 5789644

Professional summary

Lucas Ryan Carey, CFP® is a registered financial advisor currently at SHORE FINANCIAL PLANNING located in Monmouth Beach, New Jersey.

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lucas Ryan Carey'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^®

Certified Financial Planner

Start date: 2007

Experience

Current

January 11, 2021 - Present

SHORE FINANCIAL PLANNING

Office #1: 29 Beach Road Suite 206, Monmouth Beach, NJ 07750-1363

RIA

CRD#: 299824

Monmouth Beach, NJ

Past

October 12, 2010 - December 31, 2020

LIGHTHOUSE FINANCIAL ADVISORS, INC.

RIA

CRD#: 121496

RED BANK, NJ

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

New Jersey
(1/11/2021)

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Exams

Current Firm

SHORE FINANCIAL PLANNING

FIDUCIARY RETIREMENT SERVICES | ZERO TAX ADVISORY | SHORE FINANCIAL PLANNING, LLC | SHORE FINANCIAL PLANNING | SHORE ALTERNATIVE WEALTH

CRD#: 299824 / SEC#:

New Jersey

Registered Investment Advisory firm - (2/8/2019 Approved)

New York

Registered Investment Advisory firm - (1/22/2021 Approved)

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Contact information

Main Address

29 Beach Road Suite 206, Monmouth Beach, NJ 07750-1363

Mailing Address

Phone number

(732) 704-8982

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	253
AUM (Assets Under Management)	$ 44,138,084

Red Flags

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

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Lucas R. Carey

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lucas Ryan Carey's CRS (Customer Relationship Summary).

Certified licenses

Experience

SHORE FINANCIAL PLANNING

LIGHTHOUSE FINANCIAL ADVISORS, INC.

State Registrations and Notice Filings

Exams

Current Firm

SHORE FINANCIAL PLANNING

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SHORE FINANCIAL PLANNING

TRUST BUT VERIFY

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