Advisor at LTS Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
LTS Wealth Management
Location
Syracuse, NY 13202
Credentials
Series 65
Industry experience
< 1 year
Lucas Smith is the sole advisor at LTS Wealth Management in Syracuse, NY, holding a Series 65 credential with one year of industry experience. His background includes roles in education and union leadership, currently serving as Grievance Chair for the Baldwinsville Teachers Association and operating a basketball officiating business under Luke Smith, LLC. He has been involved in education and sports officiating for over a decade alongside his advisory work. LTS Wealth Management provides investment advisory and financial planning services to individuals, families, and small businesses, combining quantitative and qualitative analysis with an emphasis on long-term strategic asset allocation and tactical adjustments. The firm offers tailored planning engagements and account management without commissions or custody of client funds, operating on a small scale under a single adviser.
Maximum 1.25% annually, negotiable and may be lower
Financial planning fees typically $150 to $300 per hour, negotiated in some cases
120 E Washington Street Suite 415
Syracuse, NY 13202
New York
LTS Wealth Management
2025 - Present (1 year)
Baldwinsville Teachers Association
2019 - Present (7 years)
Sole proprietor
2019 - 2023 (4 years)
IAABO Board 38
2017 - 2021 (4 years)
Baldwinsville Central School District
2008 - Present (18 years)
sole proprietor. Luke Smith, LLC
2007 - Present (19 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63
Baldwinsville, NY
Main Street Wealth Management, LLC
Series 63, Series 65, Series 66
Syracuse, NY
Edward S. Green & Associates, LLC
Series 65
Syracuse, NY
Kraemer Capital Management LLC
Series 63, Series 65
Marietta, NY
Clements Investment Management
CFA®
Fayetteville, NY
Constellation Asset Management, Inc.
CFP®, CFA®, Series 63, Series 66
East Syracuse, NY
BPC Advisors LLC
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