Luca Pasquini
Financial advisor at Checchi Capital Advisers, LLC · Beverly Hills, CA
Last updated 2026-10-10
Claim your profileLuca Pasquini is a financial advisor at Checchi Capital Advisers, LLC in Beverly Hills, CA, CRD 6988233. Licenses and exams on the registration: Series 65. IAPD registration began 2024-01-01.
Registration
- CRD number
- 6988233
- Registration status
- Active
- IAPD registration
- 2024-01-01
- Industry Experience
- 2 years
- Work Experience
- 12 years
- States registered
- CA
Licenses and exams
- Series 65
Work history
- 2014-06 to 2018-05 · San Jose State University · San Jose, CA
- 2017-05 to 2018-01 · Rita's Italian Ice · San Jose, CA
- 2018-06 to 2018-07 · Unemployed · Clovis, CA
- 2018-07 to 2020-12 · Lpl Financial · Fresno, CA
- 2021-01 to 2023-07 · Checchi Capital Advisers · Los Angeles, CA
- 2023-07 to Present · Checchi Capital Advisers · Los Angeles, CA
Current employment
- Checchi Capital Advisers, LLC · Beverly Hills, CA
Checchi Capital Advisers, LLC
- Regulatory AUM
- $2,594,388,278
- Registered advisors
- 8
- Offices
- 3
- Clients per advisor
- 30.1 (Low)
- Average AUM per client
- $10.8M (Moderate)
- High-net-worth client ratio
- 97.1% (Very high)
Checchi Capital Advisers, LLC: advisors, services and reported ETF investments
About
Luca Pasquini is a financial advisor at Checchi Capital Advisers, LLC in Beverly Hills, CA. Reported securities licenses include Series 65. The latest record indicates 2 years of industry experience and 12 years of reported work history. Reported roles include Checchi Capital Advisers, Lpl Financial, Unemployed, San Jose State University, among others.
Checchi Capital Advisers, LLC's firm-level Form ADV reports 8 advisors across 3 offices; approximately 30.1 clients per advisor, average assets per client of $10,765,097, and regulatory AUM of $2.6B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Other investment advisers, Insurance companies; services including Portfolio Management: Individuals and Small Businesses, Portfolio Management: Pooled Investment Vehicles, Portfolio Management: Businesses or Institutional Clients.
PortfolioFuture's firm-level 13F analysis covers $850.7M across 107 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Luca Pasquini personally.
Reported ETF positions
Checchi Capital Advisers reports 107 ETF positions worth $850.7M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| VUG — Vanguard Morningstar Growth ETF | $62.7M |
| EEM — iShares MSCI Emerging Index Fund | $37.3M |
| IAU — iShares Gold Trust Shares | $33.6M |
| BWX — State Street SPDR Bloomberg International Treasury Bond ETF | $31.4M |
| JNK — State Street SPDR Bloomberg High Yield Bond ETF | $29.3M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Checchi Capital Advisers's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | MGC — Vanguard Morningstar Mega Cap ETF | $1M | Top 99.5% | Peer conviction 79.0% · Active return +3.51% |
| Addressable Market | MGC — Vanguard Morningstar Mega Cap ETF | $1M | Top 99.7% | Addressable AUM $12.8T · Peer conviction 79.0% |
| Residual Alpha | VCIT — Vanguard Intermediate-Term Corporate Bond ETF | $13.8M | Top 99.0% | Residual alpha +0.70% · Residual Sharpe 0.11 |
| Diversification Benefits | DXJ — WisdomTree Japan Hedged Equity Fund | $534.5K | Top 98.5% | Replicability (R²) 51.4% · Residual Sharpe 0.36 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Checchi Capital Advisers, LLC on Form ADV.
Client services
- Individuals and Small Businesses
- Pooled Investment Vehicles
- Businesses or Institutional Clients
Fee options
- Percentage of Assets Under Management
Business and affiliations
- Accountant or Accounting Firm
- Insurance Company or Agency
- Adviser to Any Private Fund
Location
9720 Wilshire Blvd, Beverly Hills, CA 90212
8 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 310-432-0010
- Website: checchicapital.com
Official record
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