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Mark Luschini

40 Years of Experience
Cranberry Township, PA
Broker

Mark Luschini is a registered investment advisor at Janney Montgomery Scott LLC, based in Cranberry Township, PA, with 40 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 239,256 clients with $100B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1308 advisors
Number of Clients
239,256 clients
Average Client Portfolio
$421K average
Assets Under Management
$100.8B

Fee Structure

Janney charges a fee based on a percentage of the assets managed in your account. This fee covers investment management, trading, custody, and performance reporting. Fees are negotiable and may vary based on the size of your account and the services provided. Janney may also offer investment advisory services on a non-wrap basis, where you pay separately for transactions and custody.

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Location

Cranberry Township, PA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Mark is involved in real estate development through SAM2, LLC, which holds land for potential development. He dedicates minimal time to this activity and receives no compensation.

Employment History
Current Registrations
Janney Montgomery Scott LLC
June 2005 - Present · 20 yrs 11 mos
Janney Montgomery Scott LLCBroker
March 2005 - Present · 21 yrs 2 mos
Janney Montgomery Scott LLC
March 2005 - Present · 21 yrs 2 mos
Previous Registrations
Parker/hunter Incorporated
February 2005 - June 2005 · 4 mos
Parker/hunter IncorporatedBroker
July 1995 - June 2005 · 9 yrs 11 mos
American Capital CorporationBroker
October 1993 - December 1995 · 2 yrs 2 mos
Vestax Securities CorporationBroker
October 1992 - October 1993 · 1 yr
American Capital CorporationBroker
September 1992 - September 1992 · 0 mos
Linsco/private Ledger CORP.Broker
December 1990 - September 1992 · 1 yr 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 1988 - December 1990 · 2 yrs 6 mos
Financial Investment Analysts, INC.Broker
November 1985 - June 1988 · 2 yrs 7 mos
State Registrations50 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTXUTVAVTWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.