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Samuel L

Series 65

New York, NY

Palus Advisory LLC

Samuel Lushtak is a financial advisor at Palus Advisory LLC with a Series 65 credential and one year of industry experience. His prior roles include positions at Palus Finance, Inc. and Valorem Reply LLC. Palus Advisory provides discretionary portfolio management primarily to small business entities, including venture-backed startups, through a web-based wrap-fee program. The firm focuses on capital preservation and near-term liquidity by investing mainly in short-duration, floating-rate agency mortgage-backed securities, supported by proprietary technology for portfolio construction and cash management.

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