Matthew P. Lucas
Professional summary
Matthew Paul Lucas, CFP®, who also goes by Matt Lucas, is a registered financial advisor currently at FORTITUDE FAMILY OFFICE located in Scottsdale, Arizona.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Matthew has worked at 3 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Paul Lucas's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 21, 2022 - Present
FORTITUDE FAMILY OFFICE
Office #1: 7500 N Dobson Rd Suite 151, Scottsdale, AZ 85256March 3, 2020 - November 4, 2021
TARBOX FAMILY OFFICE, INC.
June 19, 2015 - January 23, 2020
KEATS, CONNELLY & ASSOCIATES, INC
Primary Firm SEC Registration
FORTITUDE FAMILY OFFICE
CRD#: 317615 / SEC#: 801-122907
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/21/2022)
Current Firm
FORTITUDE FAMILY OFFICE
CRD#: 317615 / SEC#: 801-122907
Contact information
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 781 |
| AUM (Assets Under Management) | $ 893,717,216 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/24/2025 | ||
| 08/27/2024 | ||
| 06/26/2023 |
Red Flags
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