AdvisorOS Directory
Claim Profile
PL

Paul Richard Lucek

SSARIS ADVISORS LLC·WILTON, Connecticut
Unclaimed Profile
187 DANBURY ROAD, WILTON, CT 06897-4079CRD# 2730753Firm CRD# 114122
01

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.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
SSARIS ADVISORS LLC
SSARIS ADVISORS LLC
AUM
$325M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at SSARIS ADVISORS LLC →
Services
Pension consulting
Selection of other advisers
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2730753
Firm CRD# 114122
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in WILTON?

Browse all registered financial advisors in WILTON, Connecticut or claim this profile if it's yours.

Browse WILTON AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in WILTON
Jeffrey Mitchell Shaw — ARMSTRONG SHAW ASSOCIATES INC.Craig Dan Jensen — ROUND ROCK ADVISORS LLCBruce Douglas Martin — STILL LAKE CAPITAL, LLCKeith Morgan Schappert — COMMONFUND CAPITAL, INC.Monica Carol Grady — ARMSTRONG SHAW ASSOCIATES INC.
Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)
City Guides
GREENWICH GuideSTAMFORD GuideWESTPORT GuideHARTFORD GuideDARIEN Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile