Unclaimed Profile

Lucas Jason Meyer

5TH STREET ADVISORS, LLC·STAMFORD, Connecticut

Series 17, Series 63, Series 65Clean record19 years registered5TH STREET ADVISORS, LLC

34 FIFTH STREET, STAMFORD, CT 06905CRD# 4497326Firm CRD# 140165

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Lucas Jason Meyer · STAMFORD, CT

Registration

CRD #4497326 · 5TH STREET ADVISORS, LLC · 19 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: 5TH STREET ADVISORS, LLC

5TH STREET ADVISORS, LLC

Oct 2006 – Dec 2016

STAMFORD, CT

Registrations & Exams

FINRA examinations passed

Series 17

Series 63

Series 65

Registration record

First registered · October 18, 2006

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

5TH STREET ADVISORS, LLC

CRD 140165 · SEC 801-68066

AUM

$463M

Regulatory assets under management

Employees

646 client accounts

Services offered by 5TH STREET ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at 5TH STREET ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Lucas Jason Meyer offer?

Lucas Jason Meyer specializes in Financial Planning, Investment Management, Wealth Management.

What are Lucas Jason Meyer's credentials?

Lucas Jason Meyer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lucas Jason Meyer located?

Lucas Jason Meyer is based in STAMFORD, Connecticut, last registered with 5TH STREET ADVISORS, LLC.

How does Lucas Jason Meyer charge for services?

Lucas Jason Meyer's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is 5TH STREET ADVISORS, LLC?

5TH STREET ADVISORS, LLC has approximately 8 employees and manages $463M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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