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Mark Luchesa

Advisor at Private Advisor Group, LLC — Dayton, PA

Updated today

Credentials

Series 63, Series 65

Experience

31 years

Location

Dayton, PA 16222

Private Advisor Group, LLC logo

Private Advisor Group, LLC

Enterprise

Total advisors

922

Across 419 offices

Clients per advisor

181 Very High

Avg AUM per client

$330,212 Low

HNW client ratio

17% Typical

About

Mark Luchesa is a financial advisor with Private Advisor Group, LLC and holds Series 63 and Series 65 credentials. He has 31 years of industry experience and has been with Private Advisor Group since 2011. He also operates Marcello Wealth Management, Inc., where he is involved with life and health fixed annuities. Additionally, Luchesa serves on the board of the Marcello Charitable Trust. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, providing a range of portfolio management and financial planning services. The firm employs a fiduciary-based advisory model, utilizing both proprietary and third-party investment platforms to deliver customized solutions.

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

Expertise

Based on Private Advisor Group, LLC

Annuities

Occupation focus

Based on Private Advisor Group, LLC

Founder/Business Owner

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Fee options

Fixed

Flat fee arrangements possible for certain services or periods, subject to negotiation.

Percentage

$0 - 'level set in client agreement': Negotiated up to a maximum of 2.00% annually for non-wrap accounts $0 - 'level set in client agreement': Up to 2.25% annually for wrap accounts

Commissions

Commissions charged on securities transactions if clients engage certain IARs in their capacity as registered representatives of LPL; Firm receives no part of these commissions.

Project-based

Hourly fees for financial planning and consulting services, negotiable based upon scope of services.

Subscriptions

Subscription-based payment plans available for financial planning and consulting services.

Other

Minimum fee: The Firm does not generally require an annual minimum fee or asset level for investment advisory services, but can reduce its annual minimum fee or charge a lesser fee based on various criteria. Fee-only: Negotiable fees including fixed fees, hourly fees, or subscription-based payment plans for financial planning and consulting services.

Location

See office

Dayton, PA

505 Smith Road, Suite #1

Dayton PA 16222

Advisors at this office

1

Most active in

Pennsylvania

Work history

31 years of industry experience

Private Advisor Group, LLC

2011 - Present • 15 years

Dayton, PA

LPL Financial

2011 - Present • 15 years

Dayton, PA

Marcello Wealth Management, Inc.

2005 - Present • 21 years

Dayton, PA

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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Noah R

Series 63, Series 65

New Bethlehem, PA

Green Leaf Advisors

Noah Rankin is a financial advisor at Green Leaf Advisors with Series 63 and Series 65 licenses and five years of industry experience. He has previously worked at Eagle Strategies (NY Life), Ruby Financial Group, and New York Life Insurance Company. Outside of his advisory role, he is also employed as a laborer and equipment operator with Rankin & Son Excavating, Inc. Green Leaf Advisors LLC is an independent, fee-only investment adviser serving mostly individual clients along with pension and profit-sharing plans. The firm utilizes asset allocation and Modern Portfolio Theory with a mix of passive and active funds and offers retirement plan consulting uncommon for a solo practice.

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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Charles J

Series 63, Series 65

New Bethlehem, PA

Mutual Of Omaha Investor Services, Inc.

Charles Johnson is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked with Mutual of Omaha and its affiliated investor services firm since 2008. In addition to his advisory role, Johnson is also an insurance agent specializing in life and fixed annuities, accident and health, property and casualty insurance lines. Mutual of Omaha Investor Services provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm utilizes third-party money managers and platform relationships to deliver tailored investment solutions.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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Michael M

Series 63

Punxsutawney, PA

Ameritas Advisory Services, LLC

Michael Mumau is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and possessing 42 years of industry experience. His career includes roles at Swift Kennedy & Associates and Underwriters Brokerage, among others. Outside of his advisory work, he is a part owner of Punx’y Beverage Company, which sells cider, mead, and wine. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers asset management, financial planning, and retirement plan advisory through various program platforms and leverages third-party managers and technology to customize portfolios.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Charitable giving & philanthropy Founder/Business Owner Retired Mid-Career Professionals
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Eric B

Series 63, Series 65

Punxsutawney, PA

OSAIC Institutions, INC.

Eric Britton is a financial advisor with OSAIC Institutions, INC. holding Series 63 and Series 65 credentials and has 20 years of industry experience. He has worked at Infinex Investments, Inc. since 2015 and at First Commonwealth Insurance/Advisors since 2002. Britton also dedicates time to the First Commonwealth Bank Trust Division providing trust services. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and a platform that includes lending solutions and third-party asset manager referrals.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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Kristain K

Series 63, Series 65

Marion Center, PA

Ameriprise

Kristain Krecota is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at Ameriprise since 2018, including prior roles at Investment Professionals, Inc. and Lincoln Financial Advisors. Outside of his advisory work, Krecota owns a nonprofit organization called Stockings for Seniors of Indiana County, which delivers Christmas stockings to individuals in nursing homes. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement

Brendan A

Series 66

New Bethlehem, PA

Edward Jones

Brendan Allison is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2018, following roles at Clarion Chrysler/Clarion Ford and Taylor Diversion Programs. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

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