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Elisabeth Ariel Neuberg

Lunin-Pack Planning And Advice, LLC

Cold Spring, NY

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Current Employers
Lunin-Pack Planning And Advice, Llc

292 Main Street First Floor, Suite 1, Cold Spring, NY 10516 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-09-17
  • NY RA
    APPROVED
    Since 2025-09-17

Branch Locations

292 Main Street First Floor, Suite 1, Cold Spring, NY 10516 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lunin-Pack Planning And Advice, Llc Cold Spring NY 12/2024 Present
Osaic Wealth, Inc Cold Spring NY 01/2024 12/2024
Woodbury Financial Services, Inc Cold Spring NY 09/2014 01/2025
  • 12/2024 → Present
    Lunin-Pack Planning And Advice, Llc
    Cold Spring, NY
  • 01/2024 → 12/2024
    Osaic Wealth, Inc
    Cold Spring, NY
  • 09/2014 → 01/2025
    Woodbury Financial Services, Inc
    Cold Spring, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-17
  • S65 Uniform Investment Adviser Law Examination
    2025-09-17

View on SEC IAPD

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BYRON SCHOENDORF STINSON
TOYKEN YEE
Robert Peter Priore

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PRENTICE INVESTMENT MANAGEMENT, LLC · GARRISON, NY
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