Carl LutzCRD Number: 3189104
Current Firm: Park Avenue Securities LLC
Carl Lutz (CRD# 3189104) is an Investment Advisor Representative working at Park Avenue Securities LLC in Pittsford, NY and has over 17 years of experience in the finance industry.
Wall Street Financial Group, Inc.
American Portfolios Advisors, Inc.
Sage, Rutty & Company, Inc.
|Guardian Life Insurance Co Of America||Pittsford, NY||Sep 2008 - Current||8|
|Park Avenue Securities||Pittsford, NY||Sep 2008 - Current||8|
|Capital Business Advisory Group, Inc.||Pittsford, NY||Jan 1999 - Current||18|
|Park Avenue Securities LLC||Avon, NY||May 1999 - Sep 2008||9|
|Guardian Life Insurance Company Of America||Avon, NY||Jan 1999 - Sep 2008||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1999|
|S65||NASAA Investment Advisors Law Examination||Nov 2007|
Total Assets Under Management6,646MILLIONS
Total Number of Accounts39,311ACCOUNTS
Average Account Value$169,065
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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