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Lucas T Smith

LTS WEALTH MANAGEMENT
SYRACUSE, NY
·CRD# 8169842·1 year experience

Professional Summary

Lucas T Smith, who also goes by Luke Smith, is a registered financial advisor currently at LTS WEALTH MANAGEMENT located in Syracuse, New York. Lucas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Lucas has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Luke Smith

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Videos & Posts

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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

1 years in the financial services industry

Current & Past Employments

LTS WEALTH MANAGEMENT·CRD# 338992
RIA
120 E Washington Street Suite 415, Syracuse, NY 13202
October 20, 2025 - Present

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Current Firm

LW
LTS WEALTH MANAGEMENT

LONG TERM SOLUTIONS WEALTH MANAGEMENT, LLC | LTS WEALTH MANAGEMENT

CRD#: 338992
New York
Registered Investment Advisory firm - New York (10/20/2025 Approved)

Contact Information

Main Address

120 E Washington Street Suite 415, Syracuse, NY 13202

Phone Number

(315) 308-1144

# of Employees

1

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

1

AUM (Assets Under Management)

$16,495

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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.

Entry 1 - Basketball Officiating Business Name: Luke Smith, LLC (formerly sole proprietorship) Investment Related: No Address: 120 E Washington St Ste 415 Syracuse, NY 13202 Nature of Business: Basketball officiating Position/Title: Sole Member Start Date: September 2007 (sole proprietorship); September 2025 (LLC formation) Hours per Month: Approximately 15 hours per month (varies by season) Hours During Securities Trading Hours: Less than 4 hours per month on average Duties: Officiating basketball games; scheduling and attending local athletic events Entry 2 - Baldwinsville Teachers Association Business Name: Baldwinsville Teachers Association Investment Related: No Address: 8049 Joss Farm Way Cicero, NY 13039 Nature of Business: Baldwinsville Teachers Association Position/Title: Grievance Chair (currently on leave from teaching position) Start Date: September 2019 Hours per Month: Approximately 4 hours per month Hours During Securities Trading Hours: Less than 1 hour per month Duties: Attend monthly executive meetings; manage and assist with grievance matters related to members of the association

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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
New York
(10/20/2025)

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 65 — Uniform Investment Adviser Law Examination

Passed Sep 2025About the Series 65 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Lucas T Smith's CRS (Customer Relationship Summary).

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