Mark Luchesa

Current Employers

Employment History

• 01/2005 → Present
  Marcello Wealth Management, Inc.
  Dayton, PA
• 11/2011 → Present
  Lpl Financial Llc
  Dayton, PA
• 12/2011 → Present
  Private Advisor Group, Llc
  Dayton, PA

Previous Registrations

• 2009-07-02 → 2011-11-30
  Cadaret, Grant & Co., Inc.
  Syracuse, NY
  Dayton, PA
• 2006-06-29 → 2009-07-07
  Woodbury Financial Services, Inc.
  Dayton, PA
  Sarver, PA

Other Businesses

1. 11/30/2011: MARCELLO WEALTH MANAGEMENT, INC. - Investment Related - At Reported Business Location(s) - Non-Variable Insurance DBA - Time Spent 15% - LIFE HEALTH FIXED ANNUITIES. 2. 12/4/2013: PRIVATE ADVISOR GROUP, LLC - DBA: (HYbrid) Private Advisor Group, LLC - Investment Related - At Reported Business Location(s) - REGISTERED INVESTMENT ADVISOR - Time Spent 80% - CHARGE WRAP FEES AND PROVIDE FINANCIAL ADVICE FOR A FEE. - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity on 12/04/13. I expect to spend approximately 80 hours/month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3. 2/8/2016: Private Advisor Group - DBA: (Hybrid) Marcello Wealth Management, Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 12/01/2011 - 80 Hours Per Month During Securities Trading - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity on 12/08/16. I expect to spend approximately 80 hours/month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4. 12/5/2017 - Marcello Wealth Management Inc. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 11/01/2011 - 8 Hours Per Month/0 Hours During Securities Trading. 5. 12/31/2025 - Marcello Charitable Trust - Non-Profit Board Member - Not Investment Related - Home Based - Start Date 10/03/2025 - 1 hour per month/ 0 hours during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-06-07
• S63 Uniform Securities Agent State Law Examination
  1995-03-01

Other Names

• Mark Luchesa