Michael John Lucchesi

Current Employers

Employment History

• 05/2009 → 02/2020
  Stifel Nicolaus & Company, Inc
  Garden City, NY
• 02/2020 → Present
  Raymond James Financial Services, Inc.
  Garden City, NY
• 02/2020 → Present
  Raymond James Financial Services Advisors, Inc.
  Garden City, NY

Previous Registrations

• 2009-10-30 → 2020-02-28
  Stifel, Nicolaus & Company, Incorporated
  Uniondale, NY
  Garden City, NY

Other Businesses

(1) Name of Business: Address: 20 Hughes Street, Rockville Centre, NY, 11570, United States Activity Type: Rental Real Estate Position/Title: Other Investment Related: Yes Start Date: 12/31/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I own this home in the name of mine and my wife Lisa. We dont have a separate business entity. (2) Name of Business: Advisors Insurance Brokers Address: 1055 Franklin Ave Ste 200, Garden City, NY, 11530, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 08/31/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: To Solicit Life Insurance Business for Clients (3) Name of Business: American Home Energy Address: 28 Jefferson Ave. , Rockville Centre, NY, 11570, United States Activity Type: Business Owner Position/Title: Officer - President Investment Related: No Start Date: 09/24/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Silent partner. investor. President (4) Name of Business: Nassau County (NY) Planning Commission Address: 1550 Franklin Ave , Mineola , NY, 11501, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Committee Member Investment Related: No Start Date: 07/15/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Attend Bimonthly meetings. The Nassau County Planning Commission is mandated by law to approve subdivision of land within the unincorporated areas of the County and offer recommendations to municipalities on zoning referrals. The Department is also charged with advising the County Executive, the County Legislature, and County departments in regard to the physical development of the County. (5) Name of Business: Ten55 WMG Address: 1055 Franklin Ave Ste 200, Garden City, NY, 11530, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 02/18/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: 1/5 Part owner (6) Name of Business: Waypoint Wealth Management Group Address: 1055 Franklin Ave Ste 200, Garden City, NY, 11530-2903, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 12/31/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Managing Partner

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-10-29
• S63 Uniform Securities Agent State Law Examination
  2007-01-17