Marcus Lucchese, financial advisor Philadelphia PA
93 score

Marcus Lucchese

CRD Number: 6063983
Current Firm: Santander Securities

Marcus Lucchese (CRD# 6063983) is an Investment Advisor Representative working at Santander Securities in Philadelphia, PA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Santander Bank, Na Boston, MA May 2017 - Current < 1
Santander Securities, LLC Dorchester, MA May 2017 - Current < 1
Pnc Investments Philadelphia, PA Jun 2014 - Apr 2017 2
Pnc Bank Philadelphia, PA Jun 2014 - Apr 2017 2
H.d. Vest Investment Services Ephrata, PA May 2013 - May 2014 1
Student At Shippensburg University Shippensburg, PA Aug 2012 - May 2013 < 1
H.d. Vest Investment Securities Ephrata, PA May 2012 - Aug 2012 < 1
Student At Shippensburg University Shippensburg, PA Aug 2011 - May 2012 < 1
Crystal Springs Ephrata, PA Feb 2011 - Aug 2011 < 1
Student At Shippensburg University Shippensburg, PA Aug 2010 - Dec 2010 < 1
Landscaping Company Lancaster County, PA Jun 2010 - Aug 2010 < 1
Student At Shippensburg University Shippensburg, PA Aug 2009 - May 2010 < 1
Caraustar Lancaster, PA Jun 2009 - Aug 2009 < 1
Student At Shippensburg University Shippensburg, PA Aug 2008 - May 2009 < 1
Calvin Klein Lancaster, PA Oct 2007 - May 2009 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2012
S66 NASAA Uniform Combined State Law Examination Dec 2014
Contact Info for Marcus Lucchese
Phone Number: (866)-736-6475
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    610
    MILLIONS
  • Total Number of Accounts
    4,969
    ACCOUNTS
  • Average Account Value
    $122,752
Compensation Options
  • A percentage of assets under your management
  • Other
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)
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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