Philip A. Lucas

ACCOLADE ASSET/LIABILITY ADVISORY SERVICES | Senior Balance Sheet Advisor

Columbus, OH 43240-2078

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CRD#: 6856866

Professional summary

Philip Andrew Lucas is a registered financial advisor currently at ACCOLADE ASSET/LIABILITY ADVISORY SERVICES located in Columbus, Ohio.

Philip is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Philip 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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Philip Andrew Lucas'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®

None

Education

Capital University

2017

The Ohio State University

2011

Experience

Current

September 18, 2017 - Present

ACCOLADE ASSET/LIABILITY ADVISORY SERVICES

Office #1: 8700 Orion Place Suite 100, Columbus, OH 43240-2078

RIA

CRD#: 145635

Columbus, OH

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ACCOLADE ASSET/LIABILITY ADVISORY SERVICES

ACCOLADE ASSET/LIABILITY ADVISORY SERVICES | ACCOLADE INVESTMENT ADVISORY, LLC

CRD#: 145635 / SEC#: 801-68695

RIA

Registered Investment Advisory firm - (1/23/2008 Approved)

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

Florida
(12/1/2017)

IAR

Mississippi
(10/18/2017)

IAR

Ohio
(9/18/2017)

IAR

Texas
(3/10/2021)

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

State Security Law Exam

IAR

Series 65

Date: 10/17/2017

Uniform Investment Adviser Law Examination

Current Firm

ACCOLADE ASSET/LIABILITY ADVISORY SERVICES

ACCOLADE ASSET/LIABILITY ADVISORY SERVICES | ACCOLADE INVESTMENT ADVISORY, LLC

CRD#: 145635 / SEC#: 801-68695

RIA

Registered Investment Advisory firm - (1/23/2008 Approved)

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Contact information

Main Address

8700 Orion Place Suite 100, Columbus, OH 43240-2078

Mailing Address

Phone number

(614) 816-2694

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

ACCOLADE ADV PART 2 (1/30/2025)

Regulatory assets under management

Total Number of Accounts	41
AUM (Assets Under Management)	$ 1,462,297,994

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

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Philip A. Lucas

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Philip Andrew Lucas's CRS (Customer Relationship Summary).

Certified licenses

Education

Capital University

The Ohio State University

Experience

ACCOLADE ASSET/LIABILITY ADVISORY SERVICES

Primary Firm SEC Registration

ACCOLADE ASSET/LIABILITY ADVISORY SERVICES

State Registrations and Notice Filings

Exams

Series 65

Date: 10/17/2017

Current Firm

ACCOLADE ASSET/LIABILITY ADVISORY SERVICES

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ACCOLADE ASSET/LIABILITY ADVISORY SERVICES

TRUST BUT VERIFY

Contact information

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