linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Lucas Nathaniel Morreale

Ventura Wealth Management

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Lucas? Claim Your Profile

About Lucas Nathaniel Morreale

Lucas Nathaniel Morreale is a financial advisor currently registered with Ventura Wealth Management, based in Yardley, Pennsylvania. Lucas has been in the financial services industry since September 2021 and has earned both Series 7TO and Series 66 licenses. Lucas previously worked at Ameriprise Financial Services, LLC in Bethesda, Maryland. Lucas's experience encompasses various industries, including government, education and financial services. Lucas specializes in providing financial planning, portfolio management for individuals, and pension consulting.

Firm Information

Lucas Morreale is currently registered with Ventura Wealth Management. Ventura Wealth Management is an investment advisor headquartered in Yardley, PA. The firm manages approximately $518,166,137 in assets for 1,423 clients. The firm primarily provides financial planning and portfolio management services for individuals, high net worth individuals, charitable organizations, and pension and profit sharing plans. Ventura Wealth Management has 5 licensed agents, 8 investment adviser representatives, and 7 registered representatives.
Ventura Wealth Management

820 TOWNSHIP LINE ROAD

YARDLEY, PA 19067

$518.17M

Assets Under Management

Not reported

Total Clients

9

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Lucas Morreale’s Registration & Firm History

PA

08/06/2024 - Present

Ventura Wealth Management (YARDLEY PA)

MD

08/11/2021 - 06/28/2024

AMERIPRISE FINANCIAL SERVICES, LLC (Bethesda MD)

Not sure if Lucas Nathaniel Morreale is right for you?

Licenses & Designations

BOTH

Issued 10/15/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/11/2021

Series 7TO - General Securities Representative Examination

BC

Issued 06/25/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lucas Nathaniel Morreale.
Not sure if Lucas Nathaniel Morreale is right for you?