Michael Lucchesi
Michael Lucchesi is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Garden City, NY, with 18 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
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
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