Martin Lutschaunig is a CFP-designated registered investment advisor, based in Yardley, PA, with 33 years of industry experience.
Location
301 Oxford Valley Road, Suite 803B, Yardley, PA, 19067
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Regulatory History (1)
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Customer Dispute
March 2020Denied
Other Business Activities
Martin is a Director and Committee Member for Bucks County Contributionship since 2021, dedicating a few hours per week. He is also the President of Lutschaunig Wealth Management since February 2024, spending about half his time on financial planning and wealth management.
Employment History
Current Registrations
Raymond James Financial Services, INC.
February 2024 - Present · 2 yrs 2 mos
Raymond James Financial Services Advisors, INC
February 2024 - Present · 2 yrs 2 mos
Raymond James Financial Services, INC.Broker
February 2024 - Present · 2 yrs 2 mos
Previous Registrations
Janney Montgomery Scott LLC
March 2014 - February 2024 · 9 yrs 11 mos
Janney Montgomery Scott LLCBroker
March 2014 - February 2024 · 9 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2004 - March 2014 · 9 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 1992 - March 2014 · 21 yrs 4 mos
State Registrations25 states
CACOCTDCDEFLGAIAILKYMDMEMINCNJNMNVNYOHPASCSDTXUTVA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.