Garrett Lucchesi is a registered investment advisor at Morgan Stanley, based in Roseville, CA, with 16 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location
1478 Stone Point Drive, Suite 500, Roseville, CA, 95661
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Morgan StanleyBroker
February 2026 - Present · 7 mos
Morgan Stanley
February 2026 - Present · 7 mos
Previous Registrations
Charles Schwab & CO., INC.
July 2024 - February 2026 · 1 yr 7 mos
Charles Schwab & CO., INC.Broker
July 2024 - February 2026 · 1 yr 7 mos
Advice and Planning Services
August 2023 - July 2024 · 11 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
August 2023 - July 2024 · 11 mos
Morgan StanleyBroker
March 2023 - August 2023 · 5 mos
E*trade Capital Management, LLC
July 2013 - August 2023 · 10 yrs 1 mo
E*trade Securities LLCBroker
July 2013 - August 2023 · 10 yrs 1 mo
New England Securities Corporation
May 2009 - August 2012 · 3 yrs 3 mos
New England SecuritiesBroker
December 2008 - August 2012 · 3 yrs 8 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.