Benjamin Lucas (CRD# 7308418) is an Investment Advisor Representative working at Mcadam LLC in Boston, MA and has over 3 years of experience in the finance industry.
CRD# 5046672
Lido
CRD# 5158798
Fidelity Personal And Workplace Advisors
CRD# 2931470
Scs Capital Management LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mcadam LLC | Boston, MA | Jun 2020 - Current | 3 |
| Providence College | Providence, RI | Sep 2016 - Jun 2020 | 3 |
| Old Port Marine Services Inc. | Edgartown, MA | May 2019 - Sep 2019 | < 1 |
| Lake Anthony Launch Company LLC | Oak Bluffs, MA | May 2016 - May 2019 | 3 |
| Walpole High School | Walpole, MA | Sep 2012 - May 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2020 |
- MA
- TX
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Total Assets Under Management1,739MILLIONS
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Total Number of Accounts8,964ACCOUNTS
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Average Account Value$194,004
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV
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