Robert Keith Lutey

Employer firm

Rational Capital Advisors LLC CRD 323531

$2.60M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 03/2017 → 12/2018
  Red Brick Road Capital Llc
  Philadelphia, PA
• 10/2007 → 02/2017
  Private Investor And Consultant
  Westfield, NJ
• 12/2020 → Present
  Dillon Capital Managment
  Ambler, PA
• 06/2013 → 12/2020
  Public & Impact Investing
  Philadelphia, PA

Previous Registrations

• 2020-12-03 → 2022-12-09
  Dillon Capital Management
  Philadelphia, PA
  Ambler, PA
• 2018-03-08 → 2018-12-31
  Red Brick Road Capital Llc
  Philadelphia, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-06-09
• S63 Uniform Securities Agent State Law Examination
  1985-05-30

Other Names

• Bob Lutey
• Robert K Lutey