Stephen De Luchi (CRD# 2708124) is an Investment Advisor Representative working at De Luchi Investment Management in Alameda, CA and has over 28 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| De Luchi Investment Management | Alameda, CA | Aug 1996 - Current | 27 |
| De Luchi Investment Management | Alameda, CA | Aug 1996 - Current | 27 |
| Self Employed | Alameda, CA | Nov 1992 - Current | 31 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1996 |
| S65 | NASAA Investment Advisors Law Examination | Mar 1996 |
- CA
-
Total Assets Under Management24MILLIONS
-
Total Number of Accounts14ACCOUNTS
-
Average Account Value$1,731,358
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
CA
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