MM
Michael W. Marchetti
LAKEVIEW FINANCIAL PLANNING
Shirley, MA
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CRD#: 6485909
MM
Professional summary
Michael William Marchetti, who also goes by Michael Marcheti, Michael W. Marchetti, Michael Marchetti, is a registered financial advisor currently at LAKEVIEW FINANCIAL PLANNING located in Shirley, Massachusetts.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Michael has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Michael Marcheti | Michael W. Marchetti | Michael Marchetti
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.
(1) 2018-PRESENT: 21-23-25 COTTAGE STREET, LLC/ MANAGER/ RENTAL REAL ESTATE/NOT INVESTMENT RELATED/SHIRLEY, MA/PROPERTY OWNER/INVOLVES 5% OR LESS TIME EACH MONTH, AFTER TRADITIONAL BUSINESS HOURS.// (2) 2017-PRESENT: FRONTIER PROPERTY MANAGEMENT, LLC/ MANAGER/ RENTAL REAL ESTATE/NOT INVESTMENT RELATED/SHIRLEY, MA/INVOLVES 5% OR LESS TIME EACH MONTH, AFTER TRADITIONAL BUSINESS HOURS.// (3) 2018-PRESENT: 147 OAK STREET LLC/ MANAGER/ RENTAL REAL ESTATE/NOT INVESTMENT RELATED/SHIRLEY, MA/INVOLVES 1% OF TIME EACH MONTH, AFTER TRADITIONAL BUSINESS HOURS.// (4) 2019-PRESENT MARCHETTI INDUSTRIES LLC / RETAIL COMPANY; NOT INVESTMENT RELATED/SHIRLEY, MA/ INVOLVES 20% OF TIME EACH MONTH, AFTER TRADITIONAL BUSINESS HOURS.// (5) 2019-PRESENT: MSR MONADNOCK STREET LLC/ MANAGER/ RENTAL REAL ESTATE/NOT INVESTMENT RELATED/SHIRLEY, MA/INVOLVES 1% OF TIME EACH MONTH, AFTER TRADITIONAL BUSINESS HOURS.// (6) 2019-PRESENT: 101-105 BAKER AVENUE LLC/ MANAGER/ RENTAL REAL ESTATE/NOT INVESTMENT RELATED/SHIRLEY, MA/INVOLVES 1% OF TIME EACH MONTH, AFTER TRADITIONAL BUSINESS HOURS.// (7) 2020-PRESENT: MSR 3 MAIN LLC/ MANAGER/ RENTAL REAL ESTATE/NOT INVESTMENT RELATED/SHIRLEY, MA/INVOLVES 1% OF TIME EACH MONTH, AFTER TRADITIONAL BUSINESS HOURS.// (8) 2020-PRESENT MARCHETTI INDUSTRIES LLC/ MANAGER/ RENTAL REAL ESTATE/NOT INVESTMENT RELATED/SHIRLEY, MA/INVOLVES 1% OF TIME EACH MONTH, AFTER TRADITIONAL BUSINESS HOURS.// (9) 2020-PRESENT MSR NORTHEAST HOLDINGS LLC/ MANAGER/ RENTAL REAL ESTATE/NOT INVESTMENT RELATED/SHIRLEY, MA/INVOLVES 1% OF TIME EACH MONTH, AFTER TRADITIONAL BUSINESS HOURS.// (10) 2020-PRESENT MARCHETTI PG GARDNER 1 LLC/ MANAGER/ RENTAL REAL ESTATE/NOT INVESTMENT RELATED/SHIRLEY, MA/INVOLVES 1% OF TIME EACH MONTH, AFTER TRADITIONAL BUSINESS HOURS.// (11) 2021-PRESENT 123 & 127 UNION AVENUE LLC/ MANAGER/ RENTAL REAL ESTATE/NOT INVESTMENT RELATED/SHIRLEY, MA/INVOLVES 1% OF TIME EACH MONTH, AFTER TRADITIONAL BUSINESS HOURS.// (12) 2021-PRESENT NEW ENGLAND PROPERTY ACQUISITIONS INC/ MANAGER/ RENTAL REAL ESTATE/NOT INVESTMENT RELATED/SHIRLEY, MA/INVOLVES 1% OF TIME EACH MONTH, AFTER TRADITIONAL BUSINESS HOURS.// (13) 2021-PRESENT MMRC 20 CONWAY LLC/ MANAGER/ RENTAL REAL ESTATE/NOT INVESTMENT RELATED/SHIRLEY, MA/INVOLVES 1% OF TIME EACH MONTH, AFTER TRADITIONAL BUSINESS HOURS.// (14) 2021-PRESENT 1002-1008A MAIN ST/ MANAGER/ REAL ESTATE/NOT INVESTMENT RELATED/SHIRLEY, MA/INVOLVES 1% OF TIME AFTER TRADITIONAL BUSINESS HOURS// (15) 2021-PRESENT DOOR FUND INC/ MANAGER/ REAL ESTATE/NOT INVESTMENT RELATED/SHIRLEY, MA/INVOLVES 1% OF TIME AFTER TRADITIONAL BUSINESS HOURS// (16) 2022-PRESENT LRMSR ONE LLC / MANAGER/ REAL ESTATE/INVESTMENT RELATED/SHIRLEY, MA/INVOLVES 1% OF TIME AFTER TRADITIONAL BUSINESS HOURS// (17) 2022-PRESENT HILLTOP ESTATES HOLDINGS LLC / MANAGER/ REAL ESTATE/NOT INVESTMENT RELATED/SHIRLEY, MA/INVOLVES 1% OF TIME AFTER TRADITIONAL BUSINESS HOURS// (18) 2022-PRESENT MMRC 251 MAIN STREET LLC / MANAGER/ REAL ESTATE/NOT INVESTMENT RELATED/SHIRLEY, MA/INVOLVES 1% OF TIME AFTER TRADITIONAL BUSINESS HOURS//
CRS (Client Relationship Summary) - RIA
Click below to view Michael William Marchetti's 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®
NoneExperience
Current
October 13, 2017 - Present
LAKEVIEW FINANCIAL PLANNING
RIA
CRD#: 289377
Shirley, MA
Past
December 12, 2016 - August 17, 2017
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RIA
CRD#: 134139
Manchester, CT
Past
May 23, 2016 - August 17, 2017
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
MANCHESTER, CT
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(10/13/2017)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
LF
LAKEVIEW FINANCIAL PLANNING
LAKEVIEW FINANCIAL PLANNING | LAKEVIEW FINANCIAL PLANNING, INC.
CRD#: 289377 / SEC#:
Massachusetts
Registered Investment Advisory firm - (10/13/2017 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Shirley, MA
Mailing Address
Phone number
(508) 331-4030
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 10 |
| AUM (Assets Under Management) | $ 2,700,000 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
