Mary Lourdes Lecca
Investment adviser representative at Argonautica Private Wealth Management, Inc
10 yearsExperience
1 stateRegistered in
$532.9MFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Argonautica Private Wealth Management, IncAug 2022 to now
- UnemployedNov 2021 to Aug 2022
- Arete Research LLCMar 2016 to Nov 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (MA).
Argonautica Private Wealth Management, Inc
$532.9MAssets managed
121Clients
5Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5014179
- Firm CRD
- 316736