Marne Luke Desantis

Employer firm

Lincoln Investment CRD 519

$22.0B regulatory AUM 595 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

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

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

Current Employers

Employment History

• 02/2010 → 11/2016
  Dautrich Seiler Financial Services, Inc.
  Nazareth, PA
• 06/2011 → 11/2016
  Bluestone Capital Management, Llc
  Wayne, PA
• 11/2012 → 11/2016
  Valdes & Moreno, Inc.
  Kansas City, MO
• 10/2016 → 07/2019
  Cv Brokerage, Inc
  West Conshohocken, PA
• 08/2019 → 10/2019
  Rice Financial Products Company
  New York, NY
• 11/2019 → Present
  Lincoln Investment
  Fort Washington, PA

Previous Registrations

• 2011-09-23 → 2015-03-04
  Bluestone Capital Management, Llc
  Wayne, PA
• 2010-05-21 → 2011-11-10
  Valley Brook Capital Group
  King Of Prussia, PA
• 2010-01-21 → 2010-02-04
  Ameriserv Wealth Advisors Inc

Other Businesses

KIMBERLY E. STEWART POSITION: Co-Owner NATURE: Real Estate Rental Properties at Temple INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2007 ADDRESS: 458 N. Silver Bell Lane, Lafayette Hill PA 19444, United States DESCRIPTION: My spouse runs this business and she is the real estate agent.

Exams

• S66 Uniform Combined State Law Examination
  2022-03-15
• S65 Uniform Investment Adviser Law Examination
  2008-09-22
• S63 Uniform Securities Agent State Law Examination
  1996-10-15

Other Names

• Marne Luke Desantis
• Marne Luke Desantis