Michael Lucarello
Michael Lucarello is a registered investment advisor at Cetera Investment Advisers LLC, based in Walpole, MA, with 2 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
55 West St, Ste 201, Walpole, MA, 02081
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael owns a tax business, spends minimal time as a beekeeper selling honey, and receives royalties as an executive producer for a movie investment. He also owns Lucarello Financial Group (a financial services DBA) and Shedd, Lucarello & Associates, Inc. (a tax preparation business); each of these activities take about a quarter of his time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
State Registrations1 state
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