Lucas Mainiero, financial advisor Branford CT

Lucas Mainiero

CRD Number: 5583110
Current Firm: Raymond James Financial Services Advisors, Inc.

Lucas Mainiero (CRD# 5583110) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Branford, CT and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Shoreline Financial LLC Branford, CT Jul 2020 - Current 3
Raymond James Financial Services, Inc. Branford, CT Mar 2017 - Current 7
Raymond James Financial Services Advisors Inc. Branford, CT Mar 2017 - Current 7
Raymond James Financial Services Old Saybrook, CT Mar 2017 - Mar 2017 < 1
Unemployment Old Saybrook, CT Nov 2015 - Mar 2017 1
Saybrook Wealth Group, Inc. Old Saybrook, CT Dec 2013 - Nov 2015 1
Raymond James Financial Services, Inc. Old Saybrook, CT Oct 2013 - Nov 2015 2
Raymond James Financial Services Advisors Inc. Old Saybrook, CT Oct 2013 - Nov 2015 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2011
Contact Info for Lucas A. Mainiero
Phone Number: 727-567-3020
Registered State(s):
  • CT
  • TX
By the Numbers
  • Total Assets Under Management
    275,430
    MILLIONS
  • Total Number of Accounts
    985,117
    ACCOUNTS
  • Average Account Value
    $279,591
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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