Lucas Brechuca Loffreda

GARDA WEALTH MANAGEMENT

Orlando, FL 32819

Some features on this profile are disabled

CRD#: 7872011

Professional summary

Lucas Brechuca Loffreda is a registered financial advisor currently at GARDA WEALTH MANAGEMENT located in Orlando, Florida.

Lucas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Lucas has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Lucas Brechuca Loffreda is the Manager of PLUSA Assets, a real estate investment firm. He engages in this activity for approximately 20 hours each week. He does not solicit any clients from Garda Wealth Management, LLC to participate in the activities or investments of this company.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lucas Brechuca Loffreda'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®

None

Experience

Current

May 2, 2024 - Present

GARDA WEALTH MANAGEMENT

Office #1: 7550 Futures Dr. Suite 305, Orlando, FL 32819

RIA

CRD#: 330138

Orlando, FL

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

Florida
(5/2/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/1/2023

Uniform Investment Adviser Law Examination

Current Firm

GARDA WEALTH MANAGEMENT

GARDA WEALTH MANAGEMENT | GARDA WEALTH MANAGEMENT, LLC

CRD#: 330138 / SEC#:

Florida

Registered Investment Advisory firm - (5/2/2024 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

7550 Futures Dr. Suite 305, Orlando, FL 32819

Mailing Address

Phone number

(407) 440-0333

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

Similar Advisors

Marcus Dusenbury

EDELMAN FINANCIAL ENGINES

IAR

LYNNWOOD, WA

Anita Srivastava

MORGAN STANLEY

IAR

Paramus, NJ

John Cummins

PORTFOLIO DESIGN SERVICES, LLC

RIVER FALLS, WI

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Lucas Brechuca Loffreda

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lucas Brechuca Loffreda's CRS (Customer Relationship Summary).

Certified licenses

Experience

GARDA WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 12/1/2023

Current Firm

GARDA WEALTH MANAGEMENT

Contact information

Documents

Red Flags

Company Information

GARDA WEALTH MANAGEMENT

TRUST BUT VERIFY

Similar Advisors