Kevin A Luss

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2003 → 01/2025
  Massmutual
  Southampton, NY
• 01/2003 → 01/2025
  Mmlisi
  Southampton, NY
• 01/2025 → Present
  Lpl Financial Llc
  Southampton, NY

Previous Registrations

• 2021-06-14 → 2025-02-04
  Mml Investors Services, Llc
  Southampton, NY
  Southampton, NY

Other Businesses

1- 01/2025 / Walnut Beech Advisors / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 8 hrs during trading / At reported business location(s) 2- 01/2025 / The Luss Group / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 8 hrs during trading / At reported business location(s) 3- 01/2025 / The Luss Group Inc. / Insurance Agency / Investment Related / 10 hrs mth / 1 hr during trading / Southampton, NY / Start date: 01/01/2006

Exams

• S63 Uniform Securities Agent State Law Examination
  2001-12-10

Designations

• Certified Financial Planner
• Chartered Financial Consultant