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Lucas Ryan Carey

Shore Financial Planning

Monmouth Beach, NJ

CRD 5789644

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Employer firm

Shore Financial Planning CRD 299824

$54.6M regulatory AUM 67 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Shore Financial Planning

29 Beach Road Suite 206, Monmouth Beach, NJ 07750-1363 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APP_PEND_IARCE 2026-01-01
  • NJ RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

29 Beach Road Suite 206, Monmouth Beach, NJ 07750-1363 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lighthouse Financial Advisors, Inc. Red Bank NJ 02/2007 12/2020
Previous Registrations
Designations
  • Certified Financial Planner

View on SEC IAPD

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Nearby Offices

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