Jay Lustig, financial advisor Bedford NH
90 score

Jay Lustig

CRD Number: 6119530
Current Firm: Mml Investors Services, LLC

Jay Lustig (CRD# 6119530) is an Investment Advisor Representative working at Mml Investors Services, LLC in Bedford, NH and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Mml Investors Services Bedford, NH Apr 2014 - Current 2
Mass Mutual Life Insurance Company Bedford, NH Mar 2014 - Current 2
Edward Jones Nashua, NH Sep 2012 - Mar 2014 1
Scientific Solutions, Inc. Nashua, NH Jul 2012 - Aug 2012 < 1
Lincoln Consulting Nashua, NH Apr 2012 - Jun 2012 < 1
Scientific Solutions, Inc. Nashua, NH Jun 2001 - Feb 2012 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2012
Contact Info for Jay N. Lustig
Phone Number: (413)737-8400
Registered State(s):
  • NH
By the Numbers
  • Total Assets Under Management
    666
    MILLIONS
  • Total Number of Accounts
    3,874
    ACCOUNTS
  • Average Account Value
    $171,955
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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