Michael Lucarelli, financial advisor Wilton Manors FL

Michael Lucarelli

CRD Number: 4245565
Current Firm: Asset Allocation Strategies, LLC

Michael Lucarelli (CRD# 4245565) is an Investment Advisor Representative working at Asset Allocation Strategies, LLC in Wilton Manors, FL and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Asset Allocation Strategies, LLC Farmington, MI Oct 2017 - Current 6
Glp Investment Services Farmington, MI Nov 2000 - Current 23
Glp And Associates Farmington, MI Mar 2000 - Current 24
Im & Im Services, Inc. Luna Pier, MI Apr 1999 - Current 24
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2000
S65 NASAA Investment Advisors Law Examination Oct 2017
Contact Info for Michael A. Lucarelli
Phone Number: 248-489-0101
Registered State(s):
  • MI
  • OH
By the Numbers
  • Total Assets Under Management
    627
    MILLIONS
  • Total Number of Accounts
    3,756
    ACCOUNTS
  • Average Account Value
    $166,864
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AR, CA, CO, FL, GA, ID, IL, IN, LA, MA, MI, MT, NC, NE, OH, OK, SC, TX, VA, WA, WI

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