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Robert Joseph Lucia

ANDREWS, LUCIA WEALTH MANAGEMENT LLC·DANVILLE, California
Clean recordANDREWS, LUCIA WEALTH MANAGEMENT LLC
939 HARTZ WAY, DANVILLE, CA 94526-3440CRD# 1363878Firm CRD# 130931

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Joseph Lucia · DANVILLE, CA
Registration
CRD #1363878 · ANDREWS, LUCIA WEALTH MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Robert Joseph Lucia is a registered financial advisor based in DANVILLE, California, affiliated with ANDREWS, LUCIA WEALTH MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
ANDREWS, LUCIA WEALTH MANAGEMENT LLC
ANDREWS, LUCIA WEALTH MANAGEMENT LLC
AUM
$456M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at ANDREWS, LUCIA WEALTH MANAGEMENT LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1363878
Firm CRD# 130931
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert Joseph Lucia offer?
Robert Joseph Lucia specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in DANVILLE, California for a consultation.
What are Robert Joseph Lucia's credentials?
Robert Joseph Lucia is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Joseph Lucia located?
Robert Joseph Lucia is based in DANVILLE, California, working with ANDREWS, LUCIA WEALTH MANAGEMENT LLC. Their office serves clients in the DANVILLE metropolitan area and surrounding communities.
How does Robert Joseph Lucia charge for services?
Robert Joseph Lucia's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ANDREWS, LUCIA WEALTH MANAGEMENT LLC?
ANDREWS, LUCIA WEALTH MANAGEMENT LLC has approximately 2 employees and manages $456M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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