Investment adviser representative · Pinnacle Associates, Ltd.
Mark N. Lucci
CRD 7395576 · Irvine, CA
At a glance
Mark N. Lucci is an investment adviser representative with Pinnacle Associates, Ltd. in Irvine, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Mark’s SEC record dates to 2021, about 5 years ago. Designations on file: Certified Financial Planner.
Current advisory firms
- Pinnacle Associates, Ltd.Since April 2024Irvine, CA · $10B in regulatory assets
- Withum Wealth ManagementSince July 2021Red Bank, NJ · $2.3B in regulatory assets
SEC adviser record
- Registered since
- 2021 (5 years)
- Designations
- Certified Financial Planner
- Exams
- –
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Mark’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.