Paul Lucchesi

CRD 1376820 · Fidelity Brokerage Services LLC · Smithfield, RI

IA RegisteredBroker

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (4): SIESeries 7Series 66Series 63
Registered states (53): Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virgin Islands · Virginia · Washington · West Virginia · Wisconsin · Wyoming
Years in the industry (source record): 33
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Fidelity Brokerage Services LLC
Firm CRD: 7784
SEC number: Not yet retrieved from the source record
Assets under management: Not yet retrieved from the source record
Website: Not yet retrieved from the source record
Phone: Not yet retrieved from the source record
Firm location: Not yet retrieved from the source record

Employment history (14)

From the source registration record · current first

Strategic Advisers LLCCurrent
Evanston, IL · IA capacity

start not retrieved → present
Fidelity Brokerage Services LLCCurrent
Smithfield, RI · BC capacity

start not retrieved → present
Fidelity Personal And Workplace Advisors
Westlake, TX · IA capacity

Jul 20, 2022 → Mar 31, 2025
Great Pacific Securities
Chicago, IL · BC capacity

Nov 27, 2019 → Nov 29, 2021
Nylife Securities LLC
Schaumburg, IL · BC capacity

May 31, 2019 → Sep 13, 2019
Ifs Securities
Atlanta, GA · BC capacity

Jul 6, 2015 → Dec 7, 2015
Arbor Research & Trading, LLC
Chicago, IL · BC capacity

Oct 9, 2007 → Apr 29, 2015
Bnp Paribas Securities Corp.
Chicago, IL · BC capacity

Oct 7, 2004 → Aug 29, 2007
Ubs Warburg LLC
New York, NY · BC capacity

Mar 12, 2001 → Dec 31, 2001
Ubs Painewebber Inc.
Weehawken, NJ · BC capacity

Mar 13, 1992 → Mar 12, 2001
Lehman Special Securities Inc.
BC capacity

Mar 19, 1990 → Mar 10, 1992
Lehman Government Securities Inc.
BC capacity

Mar 19, 1990 → Mar 10, 1992
Lehman Brothers Inc.
New York, NY · BC capacity

May 14, 1988 → Mar 10, 1992
E. F. Hutton & Company Inc
BC capacity

Apr 29, 1987 → May 14, 1988

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for CRD 1376820 ↗ FINRA BrokerCheck record for CRD 1376820 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: BROKERCHECK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.