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Gary Brian Lutz

BNY Mellon Securities Corp.

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About Gary Brian Lutz

Gary Brian Lutz is a financial advisor registered in seven states, including Colorado, California, Illinois, Nevada, Ohio, Texas and Washington. Gary has been in the industry since 2012 and has over 10 years of experience. Gary is currently registered with BNY Mellon Securities Corp. Previously Gary worked at WELLS FARGO ADVISORS, LLC and WELLS FARGO INVESTMENTS, LLC. Gary holds the Series 63, 66, 7, 9 and 10 licenses. Gary works with individual clients, businesses, corporations, charitable organizations, high net worth individuals and pension and profit-sharing plans.

Firm Information

Gary Lutz is currently registered with BNY Mellon Securities Corp.. BNY Mellon Securities Corp. is a Corporation formed in January 1968 and headquartered in NEW YORK, NY. The firm sponsors a wrap fee program and serves as a portfolio manager or model provider to third party wrap program sponsors. They manage approximately $6,124,034,792 in client assets, primarily for individuals, corporations, and other investment advisors. The firm is registered with the SEC and in all 50 states.
BNY Mellon Securities Corp.

240 GREENWICH STREET

NEW YORK, NY 10286-0001

$6.12B

Assets Under Management

Not reported

Total Clients

326

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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bnymsc sponsors a wrap fee program, and serves as a portfolio mgr or model provider to third party wrap program sponsors.

Bnymsc sponsors a wrap fee program, and serves as a portfolio mgr or model provider to third party wrap program sponsors.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Gary Lutz’s Registration & Firm History

CO

09/29/2021 - Present

BNY Mellon Securities Corp. (Denver CO)

CO

01/03/2011 - 08/03/2016

WELLS FARGO ADVISORS, LLC (DENVER CO)

CA

12/13/2007 - 01/03/2011

WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)

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Licenses & Designations

BC

Issued 01/07/2023

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 12/23/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/13/2008

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 06/06/2008

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 12/12/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gary Brian Lutz.
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