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LL

Lucas Lycksell

FAIRFIELD, CT 06824
Some features on this profile are disabled
CRD#: 6520415
LL
Lucas Lycksell

Professional summary

Lucas Lycksell, who also goes by Lucas Andrew Lycksell, was a registered financial advisor .

Lucas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Lucas had worked at 4 firms and has passed the Series 66, Series 99TO, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Aliases

Lucas Andrew Lycksell

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.
1. 06/08/2023 - B-Change, LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date 2017

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

Current

September 10, 2026 - Present

Office #1: 1172 Post Road Second Floor, Fairfield, CT 06824
FAIRFIELD, CT
Past

June 11, 2025 - August 3, 2026

CONNECTICUT WEALTH MANAGEMENT, LLC

RIA
CRD#: 154310
FARMINGTON, CT
Past

June 8, 2023 - December 16, 2024

LPL FINANCIAL LLC

RIA
CRD#: 6413
West Simsbury, CT
Past

June 8, 2023 - December 16, 2024

LPL FINANCIAL LLC

BD
CRD#: 6413
FORT MILL, SC
Past

September 5, 2015 - February 15, 2022

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
HARTFORD, CT
Past

August 13, 2015 - February 15, 2022

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
HARTFORD, CT

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
Connecticut
(9/10/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/5/2015
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 6/8/2023
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/12/2015
General Securities Representative Examination

Current firm

No current employment

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

No current employment

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