Anatoliy LutsikCRD Number: 6486450
Current Firm: Bridgemark Wealth Management
Anatoliy Lutsik (CRD# 6486450) is an Investment Advisor Representative working at Bridgemark Wealth Management in Rockville, MD and has over 6 years of experience in the finance industry.
David Wealth Management, LLC
Capital One Investing, Inc.
Equitable Advisors, LLC
|Bridgemark Wealth Management||Rockville, MD||Dec 2021 - Current||< 1|
|Bank Of America, N.a.||Washington, DC||Apr 2021 - Dec 2021||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Washington, DC||Mar 2021 - Dec 2021||< 1|
|Suntrust Investment Services, Inc.||Atlanta, GA||Jun 2017 - Mar 2021||3|
|Suntrustadvisory Services, Inc.||Atlanta, GA||Jun 2017 - Mar 2021||3|
|Pnc Investments||Pittsburgh, PA||Jan 2016 - May 2017||1|
|Pnc Bank||Germantown, MD||Jan 2016 - May 2017||1|
|Foreside Fund Services, LLC||Bethesda, MD||Apr 2015 - Dec 2015||< 1|
|Advisorshares Investments, LLC||Bethesda, MD||Mar 2015 - Dec 2015||< 1|
|Citibank N.a||Mclean, VA||Jan 2014 - Mar 2015||1|
|Citibank N.a||Mclean, VA||May 2013 - Jan 2014||< 1|
|Longwood University||Farmville, VA||Aug 2009 - Dec 2013||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2015|
|S65||NASAA Investment Advisors Law Examination||Jul 2017|
Total Assets Under Management114MILLIONS
Total Number of Accounts617ACCOUNTS
Average Account Value$184,841
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
DC, FL, MD, NC, SC, TX, VA
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