Anatoliy Lutsik, financial advisor Rockville MD

Anatoliy Lutsik

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Anatoliy A. Lutsik
Phone Number: (301) 850-0680
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    114
    MILLIONS
  • Total Number of Accounts
    617
    ACCOUNTS
  • Average Account Value
    $184,841
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

DC, FL, MD, NC, SC, TX, VA

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