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Mark Luchesa

Advisor at Private Advisor Group, LLC

Updated today

Location

Dayton, PA 16222

Credentials

Series 63, Series 65

Industry experience

31 years

About

Mark Luchesa is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has been associated with Private Advisor Group and LPL Financial since 2011 and also operates Marcello Wealth Management, Inc., where he offers fixed annuity products. Additionally, he serves as a board member of the Marcello Charitable Trust. Private Advisor Group, LLC is an SEC-registered advisory firm managing more than $41 billion across over 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs.

Client services

Based on Private Advisor Group, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Solicitation/referral

Occupation focus

Based on Private Advisor Group, LLC

Retired Founder/Business Owner

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Fee options

Fixed

Registrant can agree to charge a flat fee for specific services or periods, negotiated with clients.

Percentage

Negotiable up to 2.00% annually

Commissions

Certain IARs are registered representatives of LPL and may receive commissions on securities or insurance products sold; commissions vary.

Project-based

Financial planning and consulting fees generally range from $150 to $400 per hour, negotiable.

Other

Minimum fee: Registrant generally does not require an annual minimum fee or asset level for investment advisory services but can set an annual minimum fee or lesser fee at its discretion. Fee-only: Financial planning and consulting fees negotiable on a fixed fee basis or hourly rate basis, generally ranging from $150 to $400 per hour.

Location

505 Smith Road, Suite #1

Dayton, PA 16222

Most active in

Pennsylvania

Work history

Private Advisor Group, LLC

2011 - Present (15 years)

LPL Financial

2011 - Present (15 years)

Marcello Wealth Management, Inc.

2005 - Present (21 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Business sale tax planning Tax strategies for small businesses Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance
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Punxsutawney, PA

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Michael Mumau is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 license and bringing 41 years of industry experience. His career includes long-term roles with Ameritas-related firms and independent ventures, including Swift Kennedy & Associates and Mumau Investments and Insurance. Outside of financial advising, he is a part owner of Punx’y Beverage Company, which sells cider, mead, and wine. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, charitable organizations, corporations, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and financial planning, utilizing model portfolios, third-party sub-advisers, and custom strategies, with services available on both discretionary and non-discretionary bases.

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Series 63, Series 65

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Retirement income strategy College savings (529s, UTMA, etc.) Retired Founder/Business Owner Executive
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