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Jesse Michael Lacika

FDO PARTNERS LLC·CAMBRIDGE, Massachusetts
SIE, Series 7, Series 57Clean recordFDO PARTNERS LLC
134 MOUNT AUBURN STREET, CAMBRIDGE, MA 02138CRD# 5898083Firm CRD# 110310

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jesse Michael Lacika · CAMBRIDGE, MA
Registration
CRD #5898083 · FDO PARTNERS LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 57
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
FDO PARTNERS LLC
CRD 110310 · SEC 801-55104
AUM
$3.1B
Regulatory assets under management
Employees
16
9 client accounts
Services offered by FDO PARTNERS LLC
Per Form ADV
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at FDO PARTNERS LLC →
Introduction

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04

Frequently Asked Questions

What services does Jesse Michael Lacika offer?
Jesse Michael Lacika specializes in Retirement Planning, Wealth Management. Contact their office in CAMBRIDGE, Massachusetts for a consultation.
What are Jesse Michael Lacika's credentials?
Jesse Michael Lacika is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jesse Michael Lacika located?
Jesse Michael Lacika is based in CAMBRIDGE, Massachusetts, working with FDO PARTNERS LLC. Their office serves clients in the CAMBRIDGE metropolitan area and surrounding communities.
How does Jesse Michael Lacika charge for services?
Jesse Michael Lacika'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 FDO PARTNERS LLC?
FDO PARTNERS LLC has approximately 16 employees and manages $3.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Massachusetts
BOSTON (1000)WELLESLEY (105)WALTHAM (91)BRAINTREE (58)SPRINGFIELD (41)NEEDHAM (40)NEWTON (37)WOBURN (26)LEXINGTON (25)HINGHAM (23)
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Research
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