LUCAS WAGNER AND ASSOCIATES WEALTH MANAGEMENT
CRD #130705 SEC #801-62883 WOBURN, MA 781-935-7111
SEC Registered
Total AUM
$0
Discretionary
$0
Employees
5
Clients
0
Accounts
0
Firm Details
- Organization Type
- Sole Proprietorship
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 17, 2004
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| WAGNER, LUCAS, CURRAN | I | OWNER | E | Control |
| WAGNER, LUCAS, CURRAN | I | OWNER | E | Control |
Registrations
Federal
IA
May 17, 2004 REGISTERED
Address
3 BALDWIN GREEN COMMON,SUITE 301
WOBURN, MA 01801-1870
USA
Phone: 781-935-7111