Lucas Margenot

Lucas Margenot is a financial advisor at American Strategic Advisors’ Stamford office, focusing his practice on financial plans with an emphasis on capital conservation and growth.  He is currently working on financial plans for soon-to-be-retirees and business owners with plans in Connecticut.

Before joining American Strategic Advisors, Lucas worked on developing relationships with clients as a financial services representative at Evolution Financial Group.

Lucas’ interest in finance was brought about by his oldest friend’s father’s legend in the markets and that same friend’s encouragement toward study in economics as well as Lucas’ upbringing around the professions.  He graduated with a degree in Mathematics from Saint Michael’s College.  He is professionally proficient in Spanish and basically proficient in Portuguese.

Lucas has earned his Series 7 and 66 licenses both held by LPL Financial.  

Outside of the office some of Lucas’ interests include traveling, golf and philosophy.