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Lucas Nathaniel Morreale

Ventura Wealth Management

Yardley, PA

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Current Employers
Ventura Wealth Management

820 Township Line Road Suite 100, Yardley, PA 19067 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-08-06
  • PA RA
    APPROVED
    Since 2024-08-06

Branch Locations

820 Township Line Road Suite 100, Yardley, PA 19067 • 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
Ameriprise Financial Services, Llc Bethesda MD 05/2021 06/2024
United States Senate Washington DC 06/2020 10/2020
United States House Of Representatives Washington DC 01/2020 03/2020
European Services Forum Brussels 09/2019 12/2019
Ventura Wealth Management Ewing NJ 05/2019 08/2019
United States House Of Representatives Hamilton NJ 06/2018 08/2018
C&M Auto Parts Trenton NJ 06/2013 08/2019
Rosedale Mills Pennington NJ 04/2017 08/2017
American University Washington DC 08/2017 05/2021
Hopewell Valley Central Highschool Pennington NJ 09/2013 06/2017
Ventura Wealth Management Yardley PA 07/2024 Present
American Portfolios Financial Services Inc. Holbrook NY 07/2024 10/2024
Osaic Wealth, Inc. Yardley PA 10/2024 Present
  • 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
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-10-15
  • S66 Uniform Combined State Law Examination
    2021-10-15

View on SEC IAPD

Other Firms

MORGAN STANLEY
STIFEL, NICOLAUS & COMPANY, INCORPORATED
OSAIC WEALTH, INC.
MML INVESTORS SERVICES, LLC
LPL FINANCIAL LLC
ALLSTATE FINANCIAL ADVISORS, LLC
CROSSOVER CAPITAL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Other Investors

MICHAEL STEVEN BROOKS
ANGELA MARY SPRENKLE
Kelley Danielle Smith
THOMAS MARTIN WICK
EDWARD CHRISTIAN GRUBER
MICHAEL R JOHNSON
SARAH NICOLE WAGNER FIORELLI
Abigail Page Wick

Other Offices

MORGAN STANLEY · Yardley, PA
STIFEL, NICOLAUS & COMPANY, INCORPORATED · YARDLEY, PA
OSAIC WEALTH, INC. · YARDLEY, PA
MML INVESTORS SERVICES, LLC · Yardley, PA
LPL FINANCIAL LLC · YARDLEY, PA
ALLSTATE FINANCIAL ADVISORS, LLC · Yardley, PA
CROSSOVER CAPITAL · YARDLEY, PA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Yardley, PA

More in Yardley, PA

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