Thomas L. Lucas

MOISAND FITZGERALD TAMAYO

Orlando, FL 32801

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CRD#: 7378313

Professional summary

Thomas Lamar Lucas, CFP®, who also goes by Thomas Lucas, Tommy Lucas, is a registered financial advisor currently at MOISAND FITZGERALD TAMAYO, LLC located in Orlando, Florida.

Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Thomas has worked at 1 firm .

Question & Answer

What are your service offerings?

Retirement Planning

Insurance Planning

Comprehensive Financial Planni...

Tax Planning

Investment Planning

What is your minimum asset requirement?

500K

Are you a "fiduciary"?

Yes

Aliases

Thomas Lucas | Tommy 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 Thomas Lamar Lucas'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®

CFP^®

Certified Financial Planner

Start date: 2018

Experience

Current

May 25, 2021 - Present

MOISAND FITZGERALD TAMAYO, LLC

Office #1: 300 South Orange Avenue Suite 1170, Orlando, FL 32801

RIA

CRD#: 109419

Orlando, FL

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".

MOISAND FITZGERALD TAMAYO, LLC

MOISAND FITZGERALD TAMAYO, LLC | SPRAKER, FITZGERALD, TAMAYO & MOISAND, LLC | SPRAKER FITZGERALD & TAMAYO LLC

CRD#: 109419 / SEC#: 801-55992

RIA

Registered Investment Advisory firm - (10/27/1998 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
(5/25/2021)

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

Current Firm

MOISAND FITZGERALD TAMAYO, LLC

MOISAND FITZGERALD TAMAYO, LLC | SPRAKER, FITZGERALD, TAMAYO & MOISAND, LLC | SPRAKER FITZGERALD & TAMAYO LLC

CRD#: 109419 / SEC#: 801-55992

RIA

Registered Investment Advisory firm - (10/27/1998 Approved)

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Contact information

Main Address

300 South Orange Avenue Suite 1170, Orlando, FL 32801

Mailing Address

Phone number

(407) 869-6228

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (22 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A BROCHURE AND ADV PART 2B BROCHURE SUPPLEMENT (3/28/2025)

Regulatory assets under management

Total Number of Accounts	3,571
AUM (Assets Under Management)	$ 1,150,568,195

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.

Contact information

(xxx) xxx-xxxx

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Thomas L. Lucas

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thomas Lamar Lucas's CRS (Customer Relationship Summary).

Certified licenses

Experience

MOISAND FITZGERALD TAMAYO, LLC

Primary Firm SEC Registration

MOISAND FITZGERALD TAMAYO, LLC

State Registrations and Notice Filings

Exams

Current Firm

MOISAND FITZGERALD TAMAYO, LLC

Contact information

SEC notice filing (22 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MOISAND FITZGERALD TAMAYO, LLC

TRUST BUT VERIFY

Contact information

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