Lucas Nathaniel Morreale

Employer firm

Ventura Wealth Management CRD 152301

$713M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

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

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

Current Employers

Employment History

• 05/2021 → 06/2024
  Ameriprise Financial Services, Llc
  Bethesda, MD
• 06/2020 → 10/2020
  United States Senate
  Washington, DC
• 01/2020 → 03/2020
  United States House Of Representatives
  Washington, DC
• 09/2019 → 12/2019
  European Services Forum
  Brussels
• 05/2019 → 08/2019
  Ventura Wealth Management
  Ewing, NJ
• 06/2018 → 08/2018
  United States House Of Representatives
  Hamilton, NJ
• 06/2013 → 08/2019
  C&M Auto Parts
  Trenton, NJ
• 04/2017 → 08/2017
  Rosedale Mills
  Pennington, NJ
• 08/2017 → 05/2021
  American University
  Washington, DC
• 09/2013 → 06/2017
  Hopewell Valley Central Highschool
  Pennington, NJ
• 07/2024 → Present
  Ventura Wealth Management
  Yardley, PA
• 07/2024 → 10/2024
  American Portfolios Financial Services Inc.
  Holbrook, NY
• 10/2024 → Present
  Osaic Wealth, Inc.
  Yardley, PA

Previous Registrations

• 2021-10-28 → 2024-06-28
  Ameriprise Financial Services, Llc
  Bethesda, MD
  Bethesda, MD

Exams

• S66 Uniform Combined State Law Examination
  2021-10-15