DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Marc Andrew Luciani
Feed of 09/15/2026
Also filed as Marc A Luciani
At current firm
4 y
since Mar 16, 2022
In the industry
14 y
since Dec 30, 2011 (earliest exam, job or registration)
Prior registered firms
7
IAPD previous registrations
State registrations
3
current, as an IAR
Firms today
2
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Great Valley Advisor Group, LLC independent RIA currentsince Sep 9, 2026 · Newtown, Pa
- Dumont & Blake Investment Advisors LLC independent RIA currentsince Mar 16, 2022 · Princeton, Nj
- Covered Bridge Advisors, LLC formerAug 24, 2018 to Dec 23, 2021 · Yardley, Pa
- Vestgen Investment Management mixed wealthOct 4, 2017 to Jul 31, 2018 · Yardley, Pa
- Cantor Fitzgerald Wealth Partners, LLC formerSep 19, 2016 to Oct 5, 2017 · Yardley, Pa
- Stifel, Nicolaus & Company, Incorporated national BDJun 2, 2015 to Oct 21, 2015 · Yardley, Pa
- Strategic Advisers LLC national BDFeb 27, 2015 to May 19, 2015 · Princeton, Nj
- UBS Financial Services Inc. wirehouseFeb 6, 2014 to Feb 26, 2015 · Newtown, Pa
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseMar 13, 2012 to Jan 31, 2014 · Princeton, Nj
Moves
a registration end followed by a registration begin elsewhere
- Covered Bridge Advisors, LLC to Dumont & Blake Investment Advisors LLCleft Dec 23, 2021, registered Mar 16, 2022 (83 days) · RIA to RIA
- Vestgen Investment Management to Covered Bridge Advisors, LLCleft Jul 31, 2018, registered Aug 24, 2018 (24 days) · RIA to RIA
- Cantor Fitzgerald Wealth Partners, LLC to Vestgen Investment Managementleft Oct 5, 2017, registered Oct 4, 2017 (-1 days) · Other
- Stifel, Nicolaus & Company, Incorporated to Cantor Fitzgerald Wealth Partners, LLCleft Oct 21, 2015, registered Sep 19, 2016 (334 days) · Other
- Strategic Advisers LLC to Stifel, Nicolaus & Company, Incorporatedleft May 19, 2015, registered Jun 2, 2015 (14 days) · Affiliated broker-dealer or bank to another
- UBS Financial Services Inc. to Strategic Advisers LLCleft Feb 26, 2015, registered Feb 27, 2015 (1 days) · Wirehouse to affiliated broker-dealer or bank
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to UBS Financial Services Inc.left Jan 31, 2014, registered Feb 6, 2014 (6 days) · Wirehouse to wirehouse
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 14derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address