Luca
Pasquini

Checchi Capital Advisers, LLC

CRD#6988233
Investment Advisor
in Beverly Hills, CA

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About this Advisor

Luca Pasquini is a financial advisor based in Beverly Hills, California, working with Checchi Capital Advisers, LLC. Luca has previously held positions at San Jose State University, Kings River Golf And Country Club, Rita's Italian Ice, LPL Financial, and Checchi Capital Advisers. Luca has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Luca is part of Checchi Capital Advisers, LLC, which operates out of Beverly Hills, California. The firm has 25 employees and manages assets totaling $1.9 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Checchi Capital Advisers, LLC includes asset-based and other fees.

Certifications and Registrations

Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Others

Office Location

9720 Wilshire Blvd Suite 400
Beverly Hills, CA 90212

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Checchi Capital Advisers, LLC Brokerage Details

Total Assets Under Management

$1,898,817,801

CA Average: $7,578,581,321
Total Number of Employees

25

CA Average: 43
Total Number of Accounts

1,012

CA Average: 3,727
Average Account Size

$1,876,302

CA Average: $2,033,427

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Luca Pasquini Work History

2023 - Present (1 year)

Checchi Capital Advisers

2021 - 2023 (2 years)

Checchi Capital Advisers

2018 - 2020 (2 years)

Lpl Financial

2017 - 2018 (1 year)

Rita'S Italian Ice

2015 - 2015 (< 1 year)

Kings River Golf And Country Club

2014 - 2018 (4 years)

San Jose State University

Disclosures

Please visit the SEC profile of Luca Pasquini to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Checchi Capital Advisers, LLC

Luca Pasquini
Beverly Hills, CA
Kevin Kiely
Beverly Hills, CA
Robert Robinson
Beverly Hills, CA
Haiyang Zhang
Beverly Hills, CA
Kim Petersen
Beverly Hills, CA
Adam Checchi
Beverly Hills, CA
Kathryn Checchi
Beverly Hills, CA

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