Lucas YankloskiCRD Number: 7129206
Current Firm: Equitable Advisors, LLC
Lucas Yankloski (CRD# 7129206) is an Investment Advisor Representative working at Equitable Advisors, LLC in Rochester, NY and has over 3 years of experience in the finance industry.
W & S Management Services, Inc.
Manning & Napier Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Equitable Advisors, LLC||New York, NY||Jun 2019 - Current||3|
|Axa Advisors, LLC||New York, NY||Jun 2019 - Jun 2020||1|
|State University Of New York||Albany, NY||Aug 2017 - May 2019||1|
|Delta Sonic||Penfield, NY||Jun 2016 - Jul 2017||1|
|Finger Lakes Community College||Canandaigua, NY||Aug 2016 - May 2017||< 1|
|Unemployed||Ontario, NY||Jun 2015 - Jun 2016||1|
|Wayne Central School||Ontario, NY||Jan 2009 - Jun 2015||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2019|
Total Assets Under Management24,117MILLIONS
Total Number of Accounts74,518ACCOUNTS
Average Account Value$323,635
- A percentage of assets under your management
- Hourly charges
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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