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GARRETT LUCCHESI
GARRETT JUSTIN LUCCHESI
CRD#: 5609867
IA
Investment Adviser
B
Broker
CHARLES SCHWAB & CO., INC.CRD#: 5393 525 Fulton Avenue
Sacramento, CA 95825-4812
Registration History
20082010201220142016201820202022202420262 FIRMS2013 - 2023 (10 years)2 FIRMS2023 - 2024 (<1 year)2 FIRMS2024 - Present (<1 year)BMORGAN STANLEY (CRD# 149777)2023 - 2023 (<1 year)BNEW ENGLAND SECURITIES (CRD# 615)2008 - 2012 (3 years)IANEW ENGLAND SECURITIES CORPORATION (CRD# 615)2009 - 2012 (3 years)
License(s)

State Registrations

B
California 7/25/2024

IA
California 7/26/2024

SRO Registrations

B
FINRA

B
Nasdaq Stock Market

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Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
CHARLES SCHWAB & CO., INC. (CRD#:5393)
525 Fulton Avenue, Sacramento, CA 95825-4812
Registered with this firm since 7/26/2024

B
CHARLES SCHWAB & CO., INC. (CRD#:5393)
525 Fulton Avenue, Sacramento, CA 95825-4812
Registered with this firm since 7/25/2024

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
08/22/2023 - 07/09/2024 ADVICE AND PLANNING SERVICES (CRD#:20472) PASADENA, CA
B
08/22/2023 - 07/09/2024 TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CRD#:20472) PASADENA, CA
IA
07/30/2013 - 08/15/2023 E*TRADE CAPITAL MANAGEMENT, LLC (CRD#:42159) ROLLING HILLS, CA
B
03/20/2023 - 08/15/2023 MORGAN STANLEY (CRD#:149777) ROLLING HILLS, CA
B
07/30/2013 - 08/15/2023 E*TRADE SECURITIES LLC (CRD#:29106) ROLLING HILLS, CA
IA
05/12/2009 - 08/03/2012 NEW ENGLAND SECURITIES CORPORATION (CRD#:615) FOSTER CITY, CA
B
12/12/2008 - 08/03/2012 NEW ENGLAND SECURITIES (CRD#:615) FOSTER CITY, CA
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Broker
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Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.