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Marc Andrew Luciani

Dumont & Blake Investment Advisors LLC

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About Marc Andrew Luciani

Marc Andrew Luciani is an investment advisor representative with Dumont & Blake Investment Advisors LLC, registered with the state of New Jersey. Marc has 11 years of experience in the industry. Prior to his current role, Marc was affiliated with several firms including CFWP Securities, LLC, Stifel, Nicolaus & Company, Incorporated, and Fidelity Brokerage Services LLC. Marc's experience spans several key areas of investment advisory work, including portfolio management for individuals. Marc also serves as a Board Member for Potential Inc., a school for children who have autism.

Firm Information

Marc Luciani is currently registered with Dumont & Blake Investment Advisors LLC. Dumont & Blake Investment Advisors LLC is an investment advisory firm based in PRINCETON, NJ that manages approximately $490 million in assets for 896 clients. They offer portfolio management services for individuals and corporations, and participate in wrap fee programs. The firm specializes in working with high-net-worth individuals and charitable organizations.
Dumont & Blake Investment Advisors LLC

731 ALEXANDER ROAD

PRINCETON, NJ 08540

$490.00M

Assets Under Management

Not reported

Total Clients

3

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 individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Marc Luciani’s Registration & Firm History

NJ

03/16/2022 - Present

Dumont & Blake Investment Advisors LLC (PRINCETON NJ)

NY

09/26/2016 - 10/05/2017

CFWP SECURITIES, LLC (NEW YORK NY)

PA

06/01/2015 - 10/21/2015

STIFEL, NICOLAUS & COMPANY, INCORPORATED (YARDLEY PA)

NJ

02/12/2015 - 05/18/2015

FIDELITY BROKERAGE SERVICES LLC (PRINCETON NJ)

PA

02/05/2014 - 02/26/2015

UBS FINANCIAL SERVICES INC. (NEWTOWN PA)

NJ

03/12/2012 - 01/31/2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)

NJ

09/03/2010 - 10/14/2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PRINCETON NJ)

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Licenses & Designations

BOTH

Issued 12/30/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/05/2017

SIE - Securities Industry Essentials Examination

BC

Issued 09/02/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Marc Andrew Luciani.
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