Jessica S. Lambruschini-coy
Professional summary
Jessica S Lambruschini-coy, who also goes by Jessica Coy, Jessica Lambruschini, is a registered financial advisor currently at DESTINATION WEALTH MANAGEMENT located in Walnut Creek, California.
Jessica is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Jessica has worked at 5 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jessica S Lambruschini-coy's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 29, 2012 - Present
DESTINATION WEALTH MANAGEMENT
Office #1: 1255 Treat Boulevard Suite 900, Walnut Creek, CA 94597June 1, 2009 - July 14, 2009
MORGAN STANLEY
April 2, 2007 - June 1, 2009
MORGAN STANLEY & CO. LLC
February 13, 2007 - April 2, 2007
MORGAN STANLEY DW INC.
February 2, 2005 - June 28, 2006
ATLAS SECURITIES, LLC
Primary Firm SEC Registration
DESTINATION WEALTH MANAGEMENT
CRD#: 110365 / SEC#: 801-53077
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/29/2012)
Exams
Current Firm
DESTINATION WEALTH MANAGEMENT
CRD#: 110365 / SEC#: 801-53077
Contact information
SEC notice filing (28 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5,732 |
| AUM (Assets Under Management) | $ 4,145,050,618 |
Red Flags
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Company Information
DESTINATION WEALTH MANAGEMENT
CRD#: 110365Walnut Creek, CA 94597TRUST BUT VERIFY
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