Lecia LupoliCRD Number: 5979356
Current Firm: Charles Schwab & Company, Inc.
Lecia Lupoli (CRD# 5979356) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Stamford, CT and has over 4 years of experience in the finance industry.
Altium Wealth Management LLC
Karagosian Financial Services, Inc.
Ubs Financial Services Inc.
|Charles Schwab & Company, Inc.||Stamford, CT||Sep 2011 - Current||5|
|Charles Schwab Bank||Stamford, CT||Sep 2011 - Current||5|
|Self||Greenwich, CT||Nov 2006 - Current||10|
|Saks Fifth Avenue||Stamford, CT||Jul 2007 - Aug 2011||4|
|Vm Education Ltd||Bronx, NY||Apr 2007 - Aug 2011||4|
|Princeton Review||Scarsdale, NY||Mar 2007 - Dec 2007||< 1|
|From 5/06-2/07 I Was Unemployed; Studied/lived In Spain||Greenwich, CT||May 2006 - Feb 2007||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2012|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
AK, AL, AR, 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