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Lucas Lycksell

FAIRFIELD, CT
·CRD# 6520415·11 years experience

Professional Summary

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

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Lucas Andrew Lycksell

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

11 years in the financial services industry

Current & Past Employments

Unknown Firm·
1172 Post Road Second Floor, Fairfield, CT 06824
September 10, 2026 - Present
CONNECTICUT WEALTH MANAGEMENT, LLC·CRD# 154310
RIA
Farmington, CT
June 11, 2025 - August 3, 2026
LPL FINANCIAL LLC·CRD# 6413
RIA
West Simsbury, CT
June 8, 2023 - December 16, 2024
LPL FINANCIAL LLC·CRD# 6413
BD
Fort Mill, SC
June 8, 2023 - December 16, 2024
UBS FINANCIAL SERVICES INC.·CRD# 8174
RIA
Hartford, CT
September 5, 2015 - February 15, 2022
UBS FINANCIAL SERVICES INC.·CRD# 8174
BD
Hartford, CT
August 13, 2015 - February 15, 2022

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Current Firm

No current employment

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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

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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.
IAR
Connecticut
(9/10/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Sep 2015About the Series 66 exam

Series 99TO — Operations Professional Examination

Passed Jun 2023About the Series 99TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Aug 2015About the Series 7 exam

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CRS (Client Relationship Summary)

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

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