Lucas Yankloski, financial advisor Rochester NY

Lucas Yankloski

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Lucas D. Yankloski
Phone Number: 212-314-4600
Firm Website: http://equitable.com
Registered State(s):
  • CA
  • FL
  • NY
  • PA
By the Numbers
  • Total Assets Under Management
    24,117
    MILLIONS
  • Total Number of Accounts
    74,518
    ACCOUNTS
  • Average Account Value
    $323,635
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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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