Mary E. Oransky

LAMINAR WEALTH LLC

CLAYTON, MO 63105

Some features on this profile are disabled

CRD#: 6772418

Professional summary

Mary Elizabeth Oransky, CFP®, who also goes by Mary Elizabeth Lucas, is a registered financial advisor currently at LAMINAR WEALTH LLC located in Clayton, Missouri.

Mary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Mary has worked at 1 firm .

Question & Answer

Do you have an area of expertise or specialization?

Charitable Giving

College/Education Planning

Estate & Generational Planning...

Insurance Related Issues

Investment Advice with Ongoing...

Retirement Planning & Distribu...

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

Mary Elizabeth Lucas

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 Mary Elizabeth Oransky'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: 2017

Experience

Current

March 27, 2017 - Present

LAMINAR WEALTH LLC

Office #1: 7777 Bonhomme Avenue Suite 1800, Clayton, MO 63105

RIA

CRD#: 167867

CLAYTON, MO

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

Louisiana
(5/22/2024)

IAR

Missouri
(3/27/2017)

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

Current Firm

LAMINAR WEALTH LLC

CRD#: 167867 / SEC#:

California

Registered Investment Advisory firm - (1/18/2024 Terminated)

Illinois

Registered Investment Advisory firm - (12/19/2023 Terminated)

Louisiana

Registered Investment Advisory firm - (5/22/2024 Approved)

Missouri

Registered Investment Advisory firm - (10/15/2014 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

7777 Bonhomme Avenue Suite 1800, Clayton, MO 63105

Mailing Address

Po Box 247, Chesterfield, MO 63006

Phone number

(800) 929-6530

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	172
AUM (Assets Under Management)	$ 82,712,234

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.

Similar Advisors

Aaron Ungerer

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

IAR

Frontenac, MO

Dalton Stockton

WELLS FARGO CLEARING SERVICES, LLC

IAR

ST. LOUIS, MO

Michael Etheridge

CORNERSTONE WEALTH MANAGEMENT, LLC

IAR

ST. PETERS, MO

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Mary E. Oransky

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mary Elizabeth Oransky's CRS (Customer Relationship Summary).

Certified licenses

Experience

LAMINAR WEALTH LLC

State Registrations and Notice Filings

Exams

Current Firm

LAMINAR WEALTH LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

LAMINAR WEALTH LLC

TRUST BUT VERIFY

Similar Advisors