Unclaimed Profile

Jesse Nmn Lunin-Pack

LUNIN-PACK PLANNING AND ADVICE, LLC·COLD SPRING, New York

SIE, Series 7, Series 66, Series 86, Series 8717 years registeredLUNIN-PACK PLANNING AND ADVICE, LLC

292 MAIN STREET, COLD SPRING, NY 10516CRD# 4448224Firm CRD# 334066

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jesse Nmn Lunin-Pack · COLD SPRING, NY

Registration

CRD #4448224 · LUNIN-PACK PLANNING AND ADVICE, LLC · 17 years registered

Brand Profile

Not yet started

Career History

LUNIN-PACK PLANNING AND ADVICE, LLC

Jan 2025 – present

LUNIN-PACK PLANNING AND ADVICE, LLC

Jan 2025 – Jan 2025

COLD SPRING, NY

OSAIC WEALTH, INC.

Jan 2024 – Jan 2025

COLD SPRING, NY

WOODBURY FINANCIAL SERVICES, INC.

Sep 2021 – Jan 2024

COLD SPRING, NY

WALL STREET ACCESS ASSET MANAGEMENT, LLC

Dec 2008 – Jul 2010

NEW YORK, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Series 86

Series 87

Registration record

First registered · December 19, 2008

Years registered · 17

Disclosure History

2020Customer Dispute·Award / Judgment

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

LUNIN-PACK PLANNING AND ADVICE, LLC

CRD 334066 · SEC 801-131681

AUM

—

Regulatory assets under management

Employees

Total firm employees

Services offered by LUNIN-PACK PLANNING AND ADVICE, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LUNIN-PACK PLANNING AND ADVICE, LLC →

Introduction

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Frequently Asked Questions

What services does Jesse Nmn Lunin-Pack offer?

Jesse Nmn Lunin-Pack specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in COLD SPRING, New York for a consultation.

What are Jesse Nmn Lunin-Pack's credentials?

Jesse Nmn Lunin-Pack is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jesse Nmn Lunin-Pack located?

Jesse Nmn Lunin-Pack is based in COLD SPRING, New York, working with LUNIN-PACK PLANNING AND ADVICE, LLC. Their office serves clients in the COLD SPRING metropolitan area and surrounding communities.

How does Jesse Nmn Lunin-Pack charge for services?

Jesse Nmn Lunin-Pack's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LUNIN-PACK PLANNING AND ADVICE, LLC?

LUNIN-PACK PLANNING AND ADVICE, LLC has approximately 2 employees. The firm is registered with the SEC as an investment adviser.

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