Best Investors Account Sign in
Inactive

Michael William Marchetti

Lakeview Financial Planning

Shirley, MA

Claim This Profile
Current Employers
Lakeview Financial Planning

Shirley, MA • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2017-10-13
  • MA RA
    APPROVED
    Since 2017-10-13

Branch Locations

Shirley, MA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Professional Alliance, Inc. Milford MA 02/2016 12/2016
Cambridge Investment Research, Inc. Fairfield IA 03/2016 08/2017
Cambridge Investment Research Advisors, Inc. Fairfield IA 12/2016 08/2017
Lakeview Financial Planning, Inc. Shirley MA 06/2017 Present
  • 02/2016 → 12/2016
    The Professional Alliance, Inc.
    Milford, MA
  • 03/2016 → 08/2017
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 12/2016 → 08/2017
    Fairfield, IA
  • 06/2017 → Present
    Lakeview Financial Planning, Inc.
    Shirley, MA
Previous Registrations
Other Businesses

(1) 2018-PRESENT: 21-23-25 COTTAGE STREET, LLC/ MANAGER/ RENTAL REAL ESTATE/NOT INVESTMENT RELATED/SHIRLEY, MA/PROPERTY OWNER/INVOLVES 5% OR LESS TIME EACH MONTH, AFTER TRADITIONAL BUSINESS HOURS.// (2) 2017-PRESENT: FRONTIER PROPERTY MANAGEMENT, LLC/ MANAGER/ RENTAL REAL ESTATE/NOT INVESTMENT RELATED/SHIRLEY, MA/INVOLVES 5% OR LESS TIME EACH MONTH, AFTER TRADITIONAL BUSINESS HOURS.// (3) 2018-PRESENT: 147 OAK STREET LLC/ MANAGER/ RENTAL REAL ESTATE/NOT INVESTMENT RELATED/SHIRLEY, MA/INVOLVES 1% OF TIME EACH MONTH, AFTER TRADITIONAL BUSINESS HOURS.// (4) 2019-PRESENT MARCHETTI INDUSTRIES LLC / RETAIL COMPANY; NOT INVESTMENT RELATED/SHIRLEY, MA/ INVOLVES 20% OF TIME EACH MONTH, AFTER TRADITIONAL BUSINESS HOURS.// (5) 2019-PRESENT: MSR MONADNOCK STREET LLC/ MANAGER/ RENTAL REAL ESTATE/NOT INVESTMENT RELATED/SHIRLEY, MA/INVOLVES 1% OF TIME EACH MONTH, AFTER TRADITIONAL BUSINESS HOURS.// (6) 2019-PRESENT: 101-105 BAKER AVENUE LLC/ MANAGER/ RENTAL REAL ESTATE/NOT INVESTMENT RELATED/SHIRLEY, MA/INVOLVES 1% OF TIME EACH MONTH, AFTER TRADITIONAL BUSINESS HOURS.// (7) 2020-PRESENT: MSR 3 MAIN LLC/ MANAGER/ RENTAL REAL ESTATE/NOT INVESTMENT RELATED/SHIRLEY, MA/INVOLVES 1% OF TIME EACH MONTH, AFTER TRADITIONAL BUSINESS HOURS.// (8) 2020-PRESENT MARCHETTI INDUSTRIES LLC/ MANAGER/ RENTAL REAL ESTATE/NOT INVESTMENT RELATED/SHIRLEY, MA/INVOLVES 1% OF TIME EACH MONTH, AFTER TRADITIONAL BUSINESS HOURS.// (9) 2020-PRESENT MSR NORTHEAST HOLDINGS LLC/ MANAGER/ RENTAL REAL ESTATE/NOT INVESTMENT RELATED/SHIRLEY, MA/INVOLVES 1% OF TIME EACH MONTH, AFTER TRADITIONAL BUSINESS HOURS.// (10) 2020-PRESENT MARCHETTI PG GARDNER 1 LLC/ MANAGER/ RENTAL REAL ESTATE/NOT INVESTMENT RELATED/SHIRLEY, MA/INVOLVES 1% OF TIME EACH MONTH, AFTER TRADITIONAL BUSINESS HOURS.// (11) 2021-PRESENT 123 & 127 UNION AVENUE LLC/ MANAGER/ RENTAL REAL ESTATE/NOT INVESTMENT RELATED/SHIRLEY, MA/INVOLVES 1% OF TIME EACH MONTH, AFTER TRADITIONAL BUSINESS HOURS.// (12) 2021-PRESENT NEW ENGLAND PROPERTY ACQUISITIONS INC/ MANAGER/ RENTAL REAL ESTATE/NOT INVESTMENT RELATED/SHIRLEY, MA/INVOLVES 1% OF TIME EACH MONTH, AFTER TRADITIONAL BUSINESS HOURS.// (13) 2021-PRESENT MMRC 20 CONWAY LLC/ MANAGER/ RENTAL REAL ESTATE/NOT INVESTMENT RELATED/SHIRLEY, MA/INVOLVES 1% OF TIME EACH MONTH, AFTER TRADITIONAL BUSINESS HOURS.// (14) 2021-PRESENT 1002-1008A MAIN ST/ MANAGER/ REAL ESTATE/NOT INVESTMENT RELATED/SHIRLEY, MA/INVOLVES 1% OF TIME AFTER TRADITIONAL BUSINESS HOURS// (15) 2021-PRESENT DOOR FUND INC/ MANAGER/ REAL ESTATE/NOT INVESTMENT RELATED/SHIRLEY, MA/INVOLVES 1% OF TIME AFTER TRADITIONAL BUSINESS HOURS// (16) 2022-PRESENT LRMSR ONE LLC / MANAGER/ REAL ESTATE/INVESTMENT RELATED/SHIRLEY, MA/INVOLVES 1% OF TIME AFTER TRADITIONAL BUSINESS HOURS// (17) 2022-PRESENT HILLTOP ESTATES HOLDINGS LLC / MANAGER/ REAL ESTATE/NOT INVESTMENT RELATED/SHIRLEY, MA/INVOLVES 1% OF TIME AFTER TRADITIONAL BUSINESS HOURS// (18) 2022-PRESENT MMRC 251 MAIN STREET LLC / MANAGER/ REAL ESTATE/NOT INVESTMENT RELATED/SHIRLEY, MA/INVOLVES 1% OF TIME AFTER TRADITIONAL BUSINESS HOURS//

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-09-14
  • S66 Uniform Combined State Law Examination
    2016-09-14
Other Names
  • Michael Marcheti
  • Michael W. Marchetti
  • Michael Marchetti

View on SEC IAPD

More in Shirley, MA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor