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Lucas P Pavlatos

Wincap Financial LLC

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About Lucas P Pavlatos

Lucas Pavlatos is a registered investment advisor representative at Wincap Financial LLC. Lucas is licensed to offer financial advice in Massachusetts. Lucas has been working in the financial industry since 2016. Lucas previously worked at John Hancock Funds, LLC, John Hancock Distributors LLC, and Manulife John Hancock Brokerage Services LLC. Lucas holds the Series 6, Series 7, Series 63, and Series 65 licenses. Lucas is a Certified Financial Planner.

Firm Information

Lucas Pavlatos is currently registered with Wincap Financial LLC. Wincap Financial LLC is an investment advisor registered with the SEC based in Boston, Massachusetts. They manage approximately $153,250,285 in discretionary assets for 466 accounts, primarily for individuals, both high-net-worth and other. They offer financial planning and portfolio management services. Their website is https://wincapfinancial.com.
Wincap Financial LLC

55 UNION STREET

BOSTON, MA 02108

$153.25M

Assets Under Management

Not reported

Total Clients

4

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.

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financial planning services

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

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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.

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percentage of assets

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

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Lucas Pavlatos’s Registration & Firm History

MA

06/10/2024 - Present

Wincap Financial LLC (DANVERS MA)

MA

01/23/2024 - 05/28/2024

MANULIFE JOHN HANCOCK BROKERAGE SERVICES LLC (Boston MA)

MA

07/09/2019 - 01/23/2024

JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)

MA

12/15/2016 - 07/09/2019

JOHN HANCOCK FUNDS, LLC (BOSTON MA)

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Licenses & Designations

IA

Issued 08/23/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/03/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/18/2024

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/15/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lucas P Pavlatos.
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