Jacques Renaud Lucchesi

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 08/2013 → 08/2016
  Rembrandt Financial Group, Llc
  Newton, MA
• 09/2014 → 06/2021
  Voya Financial Advisors
  Newton, MA
• 09/2022 → Present
  Westgate Wealth Strategies
  Newton, MA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 06/2021 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA

Previous Registrations

• 2007-05-17 → 2021-06-09
  Voya Financial Advisors, Inc.
  Grafton, MA
  Austin, TX
  Newton, MA
  Grafton, MA
  Cheshire, CT
  Windsor, CT

Other Businesses

1) NAME OF ENTITY: Columbian Lodge; No; 186 TREMONT STREET; BOSTON; MA; 2111; Fraternal Organization; Board of Trustees; 12/5/2012; 1; 0; One for four trustees that approve annual budget and spending policy for lodge; offer guidance to officers in their various duties.| 2) NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 62 COURT ST; NEWTON; MA; 2458; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 3/22/2007; 160; 160; SALES OF FIXED INSURANCE PRODUCTS| 3) NAME OF OTHER BUSINESS: WESTGATE WEALTH STRATEGIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL AND INSURANCE SERVICES; START DATE: 9/2022; POSITION/TITLE/RELATIONSHIP OWNER:; APX NUMBER OF HOURS PER WEEK: 50; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL AND INSURANCE SERVICES;

Exams

• S66 Uniform Combined State Law Examination
  2001-07-23

Other Names

• Jacques Renaud Lecchesi