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Luca Rassenti

Investment adviser representative at Adviceonly
14 yearsExperience
2 statesRegistered in
$0Firm assets
Under 1 yearFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

HourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning

Experience

14 years in the industry.

  1. AdviceonlyFeb 2026 to now
  2. Advice OnlyJan 2026 to now
  3. Self EmployedDec 2024 to now
  4. Treasure TechnologyOct 2021 to Dec 2024
  5. Iowa Public Employees Retirement SystemsOct 2020 to Oct 2021
  6. Public Retirement Association of New MexicoJan 2020 to Oct 2020
  7. Koch Asset ManagementOct 2012 to Dec 2019

Exams passed

  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 2 states (AZ, CA).

Adviceonly

Legal name: Advice Only, Pbc

$0Assets managed
0Clients
5Advisers
Under 1 yearIn 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
8212777
Firm CRD
334039
Advisor's SEC record (opens in a new tab)
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