Henrique Lucena, financial advisor Coral Gables FL

Henrique Lucena

CRD Number: 5605196
Current Firm: Laidlaw Wealth Management LLC

Henrique Lucena (CRD# 5605196) is an Investment Advisor Representative working at Laidlaw Wealth Management LLC in Coral Gables, FL and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Laidlaw & Company Boca Raton, FL Jul 2020 - Current 3
Laidlaw Wealth Management Boca Raton, FL Jul 2020 - Current 3
Morgan Stanley Aventura, FL Oct 2017 - Jul 2020 2
Morgan Stanley Private Bank, N.a. New York, NY May 2017 - Jul 2020 3
Morgan Stanley Ft. Lauderdale, FL Mar 2017 - Oct 2017 < 1
Ubs Financial Services Inc. Coral Gables, FL Aug 2010 - Mar 2017 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2010
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Henrique D. Lucena
Phone Number: 212-953-4951
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    530
    MILLIONS
  • Total Number of Accounts
    1,171
    ACCOUNTS
  • Average Account Value
    $452,955
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States

AZ, CA, CO, CT, FL, IL, IN, KY, MA, MD, MI, MO, MS, NC, NH, NJ, NM, NV, NY, OH, PA, SC, TX, VA, WA

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