Anthony Lucchesi, financial advisor Thousand Oaks CA
73 score

Anthony Lucchesi

CRD Number: 5338977
Current Firm: Strategic Advisers, Inc.

Anthony Lucchesi (CRD# 5338977) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Thousand Oaks, CA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services LLC Thousand Oaks, CA Sep 2012 - Current 4
T. Rowe Price Investment Services, Inc. Los Angeles, CA Apr 2008 - Sep 2012 4
Various Insurance Carriers For W&r Insurance Agencies Los Angeles, CA Aug 2007 - Apr 2008 < 1
Waddell & Reed Inc. Woodland Hills, CA May 2007 - Apr 2008 < 1
Unemployed Oxnard, CA Mar 2007 - Apr 2007 < 1
Us Navy Port Hueneme, CA Mar 2002 - Mar 2007 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2007
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Anthony R. Lucchesi
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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, VT, WA, WI, WV

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BADGES
73

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