Director · MTC Wealth Management
Lucy Ito
CRD 8059719 · Named on Form ADV at one SEC-registered adviser
At a glance
MTC Wealth Management, an SEC-registered asset manager based in Tampa, FL with $329 million in regulatory assets, lists Lucy Ito on its Form ADV as Director, a control person.
Firms and roles
- MTC Wealth ManagementDirectorAsset manager · Tampa, FL · $329M in regulatory assets
AtlasMembers
Lucy’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (10)
- Neil P. ArchibaldChief Administrative Officer, General Counsel, MTC Wealth Management
- Kenneth E. LakoChief Executive Officer, MTC Wealth Management
- Katherine J. BraddockSVP, Managing Director of Investments, MTC Wealth Management
- Jonathan D. RichDirector, MTC Wealth Management
- Robert M. MoserDirector, MTC Wealth Management
5 more people named with Lucy on the same filings, with titles and firms. Free in Atlas with a free account.
See all 10 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Lucy’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.