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Brett Thomas Flynn

LUCAS CAPITAL MANAGEMENT, L.L.C.·RED BANK, New Jersey
Series 4, Series 7, Series 24, Series 55, Series 63, Series 65Clean record20 years registeredLUCAS CAPITAL MANAGEMENT, L.L.C.
2 BRIDGE AVE, SUITE 221, RED BANK, NJ 07701CRD# 2836116Firm CRD# 112050

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brett Thomas Flynn · RED BANK, NJ
Registration
CRD #2836116 · LUCAS CAPITAL MANAGEMENT, L.L.C. · 20 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: LUCAS CAPITAL MANAGEMENT, L.L.C.
Jan 2006Mar 2021
RED BANK, NJ
02

Registrations & Exams

FINRA examinations passed
Series 4
Series 7
Series 24
Series 55
Series 63
Series 65
Registration record
First registered · January 18, 2006
Years registered · 20
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
LUCAS CAPITAL MANAGEMENT, L.L.C.
CRD 112050 · SEC 801-57997
AUM
$219M
Regulatory assets under management
Employees
5
317 client accounts
Services offered by LUCAS CAPITAL MANAGEMENT, L.L.C.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Introduction

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05

Frequently Asked Questions

What services does Brett Thomas Flynn offer?
Brett Thomas Flynn specializes in Financial Planning, Investment Management.
What are Brett Thomas Flynn's credentials?
Brett Thomas Flynn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brett Thomas Flynn located?
Brett Thomas Flynn is based in RED BANK, New Jersey, last registered with LUCAS CAPITAL MANAGEMENT, L.L.C..
How does Brett Thomas Flynn charge for services?
Brett Thomas Flynn's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LUCAS CAPITAL MANAGEMENT, L.L.C.?
LUCAS CAPITAL MANAGEMENT, L.L.C. has approximately 5 employees and manages $219M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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