Michael Lucarello

Current Employers

Employment History

• 12/2023 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 06/2023 → 12/2023
  Keller Williams Elite
  Norfolk, MA
• 02/2023 → 12/2023
  Unemployed
  Norfolk, MA
• 01/2022 → 02/2023
  Flagship Pioneering
  Cambridge, MA
• 08/2019 → 12/2021
  Pegasystems
  Cambridge, MA
• 08/2016 → 07/2019
  Kpmg
  Boston, MA
• 11/2021 → 01/2023
  Coldwell Banker
  Westwood, MA
• 03/2024 → Present
  Lucarello Financial Group
  Walpole, MA
• 05/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 01/2025 → Present
  Shedd, Lucarello & Associates, Inc
  Dedham, MA

Other Businesses

1) TAX BUSINESS, NOT INVESTMENT RELATED, ADDRESS NORFOLK, MA, OWNER, CPA, PREPARE TAXES, TAX COMPLIANCE, TAX ADVICE AND OTHER RELATED DUTIES, 40H/WEEK, 40H/WEEK DURING TRADING HOURS, 01/2024. 2) HONEY SALES, NOT INVESTMENT RELATED, ADDRESS NORFOLK, MA, BEEKEEPER, MANAGE BEEHIVES AND SELL HONEY, OWNER, 3H/WEEK, SINCE 01/2022. 3) NAME OF OTHER BUSINESS: THE LAST DEAL; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: MOVIE INVESTMENT; START DATE: 10/2020;; POSITION/TITLE/RELATIONSHIP: EXECUTIVE PRODUCER; APX NUMBER OF HOURS PER WEEK: LESS THAN 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: ROYALTIES COLLECTED FROM UPFRONT INVESTMENT IN FILM PRODUCTION 4) NAME OF OTHER BUSINESS: LUCARELLO FINANCIAL GROUP , INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 03/2024, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 5) NAME OF OTHER BUSINESS: SHEDD, LUCARELLO & ASSOCIATES, INC.; INVESTMENT RELATED: NO; ADDRESS: 260 MILTON ST, FL 2, DEDHAM, MA 02026; NATURE OF BUSINESS: TAX PREP; START DATE: 12/2024; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 8; BRIEF DESCRIPTION OF DUTIES: TAX PREPARATION SERVICES, TAX ADVICE TO INDIVIDUALS AND BUSINESSES;

Exams

• S66 Uniform Combined State Law Examination
  2024-05-20