Michael T Lucenti

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2015 → 10/2021
  Cuso Financial Services, L.P.
  San Diego, CA
• 10/2021 → Present
  Commonwealth Financial Network
  San Diego, CA

Previous Registrations

• 2015-06-23 → 2021-10-25
  Cuso Financial Services, L.P.
  San Diego, CA
  Jacksonville, FL
  Jacksonville, FL
  Jacksonville, FL
  Jacksonville, FL
  Fleming Island, FL
  Jacksonville, FL
  Yulee, FL
  Jacksonville, FL
  Jacksonville, FL
  Jacksonville, FL
  Neptune Beach, FL
• 2011-08-26 → 2014-11-17
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL

Other Businesses

Co-owner of rental property located in Litchfield, AZ, as of 2/01/2023; 0% time spent during business hours; Not conducted at branch location; Investment related.

Exams

• S66 Uniform Combined State Law Examination
  2011-07-18
• S63 Uniform Securities Agent State Law Examination
  1998-10-17

Other Names

• Mike Lucenti
• Michael Thomas Lucenti
• Michael T Lucenti