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LD

Lukas J. Dewitt

ELEVATE PLANNERS
Mount Vernon, NY
Some features on this profile are disabled
CRD#: 7337840
LD

Professional summary

Lukas J Dewitt is a registered financial advisor currently at ELEVATE PLANNERS located in Mount Vernon, New York.

Lukas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Lukas has worked at 2 firms and has passed the Series 65 and SIE exams.

top-8-questions

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.
Mont Sky Real Estate, not investment-related, New York, NY, real estate sales, licensed sales person, 03/2020, 10, 0, assist clients with purchase and sale of homes.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lukas J Dewitt's CRS (Customer Relationship Summary).
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

Experience

Current

February 6, 2025 - Present

ELEVATE PLANNERS

RIA
CRD#: 332251
Mount Vernon, NY
Past

December 8, 2024 - December 17, 2024

ELEVATE PLANNERS

RIA
CRD#: 332251
Mount Vernon, NY
Past

February 19, 2021 - October 24, 2024

PROXY WEALTH ADVISORS LLC

RIA
CRD#: 298080
Mount Vernon, NY

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
New York
(2/6/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/11/2020
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 6/27/2020
Securities Industry Essentials Examination

Current Firm

EP
ELEVATE PLANNERS
ELEVATE PLANNERS | ELEVATE PLANNERS, LLC

CRD#: 332251 / SEC#: 801-134828

Nevada
Registered Investment Advisory firm - (5/27/2025 Approved)
New York
Registered Investment Advisory firm - (2/6/2025 Approved)
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Contact information

Main Address
Brooklyn, NY
Mailing Address
Phone number
(347) 506-6061
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ELEVATE PLANNERS FORM ADV PART 2A - 20240816 (10/25/2025)
LJD ADV PART 2B BROCHURE SUPPLEMENT (10/25/2025)
ONZ FORM ADV PART 2B BROCHURE SUPPLEMENT (10/25/2025)
ELEVATE PLANNERS FORM ADV PART 2A APPX 1 WRAP FEE BROCHURE - 20240816 (10/25/2025)

Regulatory assets under management

Total Number of Accounts133
AUM (Assets Under Management)$ 25,946,000

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

ELEVATE PLANNERS

CRD#: 332251Mount Vernon, NY

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