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Lucas Ewing

Criticalpoint Partners LLC

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About Lucas Ewing

Lucas Ewing is a financial professional with over 8 years of experience in the industry. Lucas is currently registered with Criticalpoint Partners LLC in California. Previously, Lucas Ewing was registered with BA Securities, LLC in California and Goldman Sachs & Co. LLC in New York. Lucas holds FINRA Series 63, SIE and Series 79 licenses.

Firm Information

Lucas Ewing is currently registered with Criticalpoint Partners LLC. Criticalpoint Partners LLC is a Limited Liability Company formed on May 31, 2012. The firm is registered in Arkansas, California, Colorado, Florida, Kansas, Massachusetts, Michigan, Missouri, North Carolina, Ohio, and Texas. They have also received one approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

29

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Lucas Ewing’s Registration & Firm History

CA

11/04/2022 - Present

Criticalpoint Partners LLC (EL SEGUNDO CA)

CA

05/18/2017 - 10/31/2022

BA SECURITIES, LLC (MANHATTAN BEACH CA)

NY

10/02/2014 - 06/01/2017

GOLDMAN SACHS & CO. LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 09/11/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/02/2014

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lucas Ewing.
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