Unclaimed Profile

Robert Joseph Lucia

ANDREWS, LUCIA WEALTH MANAGEMENT LLC·DANVILLE, California

Series 22, Series 65Clean record22 years registeredANDREWS, 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 · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ANDREWS, LUCIA WEALTH MANAGEMENT LLC

ANDREWS, LUCIA WEALTH MANAGEMENT LLC

Apr 2004 – Dec 2025

DANVILLE, CA

Registrations & Exams

FINRA examinations passed

Series 22

Series 65

Registration record

First registered · April 15, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ANDREWS, LUCIA WEALTH MANAGEMENT LLC

CRD 130931 · SEC 801-66974

AUM

$456M

Regulatory assets under management

Employees

639 client accounts

Services offered by ANDREWS, LUCIA WEALTH MANAGEMENT LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at ANDREWS, LUCIA WEALTH MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Robert Joseph Lucia offer?

Robert Joseph Lucia specializes in Investment Management, Wealth Management, Fee-Only Advisory.

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, last registered with ANDREWS, LUCIA WEALTH MANAGEMENT LLC.

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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