Garrett Lucchesi (CRD# 5609867) is an Investment Advisor Representative working at Advice And Planning Services in Pasadena, CA and has over 15 years of experience in the finance industry.
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
CRD# 6724246
Modern Assets, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tiaa-cref Individual & Institutional Services, LLC | Pasadena, CA | Jul 2023 - Current | < 1 |
| Tiaa | Pasadena, CA | Jul 2023 - Current | < 1 |
| Morgan Stanley | Rolling Hills Estates, CA | Mar 2023 - Jul 2023 | < 1 |
| E*trade Securities LLC | Rolling Hills, CA | Jul 2013 - Jul 2023 | 10 |
| E*trade Capital Management LLC | Rolling Hills, CA | Jul 2013 - Jul 2023 | 10 |
| Harrisdirect LLC | Rolling Hills, CA | Jul 2013 - Jul 2023 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2009 |
- CA
-
Total Assets Under Management32,677MILLIONS
-
Total Number of Accounts73,602ACCOUNTS
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Average Account Value$443,967
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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