Lucas David Hellman

Employer firm

Equitable Advisors, LLC CRD 6627

$42.5B regulatory AUM 171,648 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2021 → 06/2025
  University Of Colorado Boulder
  Boulder, CO
• 09/2017 → 06/2021
  Whitefish Bay High School
  Whitefish Bay, WI
• 05/2023 → 08/2023
  North Shore Boulangerie
  Shorewood, WI
• 06/2022 → 08/2022
  Jspg (Lawn Service )
  Whitefish Bay, WI
• 06/2021 → 08/2021
  Bmw Milwaukee North
  Glendale, WI
• 04/2019 → 09/2020
  Milwaukee Country Club
  River Hills, WI
• 01/2016 → 08/2017
  Unemployed
  Whitefish Bay, WI
• 07/2025 → 02/2026
  Unemployed
  New York, NY
• 02/2026 → Present
  Equitable Advisors, Llc,
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2026-01-09

Other Names

• Luke Hellman
• Lucas Hellman