Unclaimed Profile

Paul Richard Lucek

SSARIS ADVISORS LLC·WILTON, Connecticut

Clean recordSSARIS ADVISORS LLC

187 DANBURY ROAD, WILTON, CT 06897-4079CRD# 2730753Firm CRD# 114122

Profile Verification

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

Identity

Paul Richard Lucek · WILTON, CT

Registration

CRD #2730753 · SSARIS ADVISORS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Paul Richard Lucek is a registered financial advisor based in WILTON, Connecticut, affiliated with SSARIS ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Wealth Management

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

SSARIS ADVISORS LLC

AUM

$325M

Regulatory assets under management

Employees

Total firm employees

View all advisors at SSARIS ADVISORS LLC →

Services

Pension consulting

Selection of other advisers

Security ratings or pricing services

Other

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 2730753

Firm CRD# 114122

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Frequently Asked Questions

What services does Paul Richard Lucek offer?

Paul Richard Lucek specializes in Retirement Planning, Wealth Management. Contact their office in WILTON, Connecticut for a consultation.

What are Paul Richard Lucek's credentials?

Paul Richard Lucek is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Paul Richard Lucek located?

Paul Richard Lucek is based in WILTON, Connecticut, working with SSARIS ADVISORS LLC. Their office serves clients in the WILTON metropolitan area and surrounding communities.

How does Paul Richard Lucek charge for services?

Paul Richard Lucek's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SSARIS ADVISORS LLC?

SSARIS ADVISORS LLC has approximately 12 employees and manages $325M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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