Michael Lucchesi
Michael Lucchesi is a registered investment advisor, based in Garden City, NY, with 19 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold.
Location
1055 Franklin Avenue, Suite 200, Garden City, NY, 11530
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2010Other Business ActivitiesSells Insurance
Michael owns rental real estate, is an agent soliciting life insurance business, is the president of American Home Energy, and has ownership stakes in Ten55 WMG and TWL Wealth advisory group. He dedicates minimal time to most of these activities, except for soliciting life insurance, which takes a few hours per week.
Employment History
Current Registrations
Raymond James Financial Services, INC.
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Wachovia Securities, LLCBroker
A. G. Edwards & Sons, INC.Broker
Olympia Asset Management,ltd.Broker
State Registrations27 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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