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DL

Domenica M. Lurvey

SACHETTA
Lynnfield, MA 01940
Some features on this profile are disabled
CRD#: 6392355
DL

Professional summary

Domenica Marie Lurvey, who also goes by Domenica Marie Fuller, Domenica Fuller, is a registered financial advisor currently at SACHETTA, LLC located in Lynnfield, Massachusetts.

Domenica is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Domenica has worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Domenica Marie Fuller | Domenica Fuller

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
RENTAL PROPERTY - NON INVESTMENT RELATED; OWNER OF MULTI-FAMILY AT 49-51 RIVERS LANE, MALDEN, MA 02148 AND RECEIVE RENTAL INCOME; STARTED THE RENTAL PROPERTY IN 08/2018; 0 NUMBER OF HOURS DEVOTED TO THIS ACTIVITY; DUTIES - LANDLORD, SNOW REMOVAL, PROPERTY MAINTENANCE, ETC

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Domenica Marie Lurvey's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

November 21, 2023 - Present

SACHETTA, LLC

Office #1: 600 Market Street Suite 684, Lynnfield, MA 01940
RIA
CRD#: 145713
Lynnfield, MA
Past

March 24, 2021 - November 2, 2023

EAGLE STRATEGIES LLC

RIA
CRD#: 110826
Waltham, MA
Past

May 9, 2019 - November 2, 2023

NYLIFE SECURITIES LLC

BD
CRD#: 5167
WALTHAM, MA
Past

June 28, 2018 - March 5, 2019

LPL FINANCIAL LLC

BD
CRD#: 6413
CHELMSFORD, MA
Past

February 14, 2018 - May 29, 2018

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
WELLESLEY, MA
Past

June 12, 2015 - February 2, 2018

LPL FINANCIAL LLC

BD
CRD#: 6413
WINCHESTER, MA
Past

January 2, 2015 - May 27, 2015

EMPOWER FINANCIAL SERVICES, INC.

BD
CRD#: 13109
ANDOVER, MA
Past

November 24, 2014 - January 2, 2015

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP

BD
CRD#: 7325
ANDOVER, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SL
SACHETTA, LLC
INFINITE WEALTH MANAGEMENT, INC. | SACHETTA, LLC | SACHETTA & CALLAHAN, LLC

CRD#: 145713 / SEC#: 801-100474

RIA
Registered Investment Advisory firm - (7/8/2015 Approved)
Massachusetts
Registered Investment Advisory firm - (8/6/2015 Terminated)
New Hampshire
Registered Investment Advisory firm - (10/26/2015 Terminated)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Massachusetts
(11/21/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/5/2021
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 12/29/2014
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/24/2014
General Securities Representative Examination

Current Firm

SL
SACHETTA, LLC
INFINITE WEALTH MANAGEMENT, INC. | SACHETTA, LLC | SACHETTA & CALLAHAN, LLC

CRD#: 145713 / SEC#: 801-100474

RIA
Registered Investment Advisory firm - (7/8/2015 Approved)
Massachusetts
Registered Investment Advisory firm - (8/6/2015 Terminated)
New Hampshire
Registered Investment Advisory firm - (10/26/2015 Terminated)
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Contact information

Main Address
600 Market Street Suite 684, Lynnfield, MA 01940
Mailing Address
Phone number
(781) 233-4138
Established
Firm type
Fiscal year end
# of Employees
25

SEC notice filing (5 States and Territories)

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Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SACHETTA LLC BROCHURE (6/2/2025)

Regulatory assets under management

Total Number of Accounts2,031
AUM (Assets Under Management)$ 884,096,209

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
01/08/2025
Cover Page
Report
12/18/2023
Cover Page
Report
12/19/2022
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

SACHETTA, LLC

CRD#: 145713Lynnfield, MA 01940

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