LG
Lukas C. Gaun
GAUN WEALTH MANAGEMENT LTD.
SEA CLIFF, NY 11579
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CRD#: 6242266
LG
Professional summary
Lukas C Gaun is a registered financial advisor currently at GAUN WEALTH MANAGEMENT LTD. located in Sea Cliff, New York.
Lukas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Lukas has worked at 1 firm and has passed the Series 65 exam.
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 Lukas C Gaun'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 8, 2026 - Present
GAUN WEALTH MANAGEMENT LTD.
Office #1: 231 Glen Cove Avenue, Sea Cliff, NY 11579RIA
CRD#: 339643
SEA CLIFF, NY
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 York(5/8/2026)
Current Firm
GW
GAUN WEALTH MANAGEMENT LTD.
GAUN WEALTH MANAGEMENT LTD.
CRD#: 339643 / SEC#:
New York
Registered Investment Advisory firm - (5/8/2026 Approved)Loading...
Contact information
Main Address
231 Glen Cove Avenue, Sea Cliff, NY 11579
Mailing Address
Phone number
(516) 319-0131
Established
Firm type
Fiscal year end
# of Employees
2
Red Flags
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