Lucas Pyper, financial advisor Salt Lake City UT

Lucas Pyper

CRD Number: 7044877
Current Firm: Fidelity Personal And Workplace Advisors

Lucas Pyper (CRD# 7044877) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Salt Lake City, UT and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services, LLC Salt Lake City, UT Nov 2018 - Current 4
Thomson Reuters (employed By Talent Net Inc.) Minneapolis, MN May 2018 - Aug 2018 < 1
The University Of Oregon Eugene, OR Sep 2014 - Jun 2018 3
Gold Arrow Camp Lakeshore, CA Jun 2017 - Aug 2017 < 1
Daz 3d Salt Lake City, UT Aug 2016 - Sep 2016 < 1
University Of Oregon (study Abroad) Siena, Jun 2016 - Aug 2016 < 1
Gold Arrow Camp Lakeshore, CA Jun 2015 - Aug 2015 < 1
Daz 3d Salt Lake City, UT Aug 2014 - Sep 2014 < 1
Cup O' Sno Sandy, UT Jun 2014 - Aug 2014 < 1
The Waterford School Sandy, UT Nov 2008 - Jun 2014 5
Cottonwood Heights Recreation Center Cottonwood Heights, UT Jun 2012 - Sep 2013 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2019
S66 NASAA Uniform Combined State Law Examination Oct 2019
Contact Info for Lucas S. Pyper
Phone Number: 617-563-7000
Registered State(s):
  • TX
  • UT
By the Numbers
  • Total Assets Under Management
    726,706
    MILLIONS
  • Total Number of Accounts
    1,509,611
    ACCOUNTS
  • Average Account Value
    $481,387
Compensation Options
  • A percentage of assets under your management
  • 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)
  • 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, VT, WA, WI, WV, WY

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