Unclaimed Profile

George Nicholas Luciani

COVERED BRIDGE ADVISORS, LLC·YARDLEY, Pennsylvania

Series 7, Series 63, Series 65Clean record23 years registeredCOVERED BRIDGE ADVISORS, LLC

708 FLORAL VALE BLVD., YARDLEY, PA 19067CRD# 1332311Firm CRD# 291598

Profile Verification

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

Identity

George Nicholas Luciani · YARDLEY, PA

Registration

CRD #1332311 · COVERED BRIDGE ADVISORS, LLC · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: COVERED BRIDGE ADVISORS, LLC

CARNEGIE WEALTH MANAGEMENT, LLC

Apr 2022 – Jun 2023

Yardley, PA

COVERED BRIDGE ADVISORS, LLC

Aug 2018 – Jun 2022

YARDLEY, PA

HANLON INVESTMENT MANAGEMENT, INC.

Oct 2017 – Jul 2018

YARDLEY, PA

CANTOR FITZGERALD WEALTH PARTNERS, LLC

Apr 2017 – Oct 2017

NEW YORK, NY

CAPITAL PLANNING ADVISORY GROUP INC

Jan 2003 – Dec 2014

YARDLEY, PA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · January 16, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

COVERED BRIDGE ADVISORS, LLC

CRD 291598 · SEC 801-112298

AUM

$148M

Regulatory assets under management

Employees

505 client accounts

Services offered by COVERED BRIDGE ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at COVERED BRIDGE ADVISORS, LLC →

Introduction

Speak with George

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if George is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in YARDLEY?

Browse all registered financial advisors in YARDLEY, Pennsylvania or claim this profile if it's yours.

Browse YARDLEY Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does George Nicholas Luciani offer?

George Nicholas Luciani specializes in Financial Planning, Investment Management.

What are George Nicholas Luciani's credentials?

George Nicholas Luciani is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is George Nicholas Luciani located?

George Nicholas Luciani is based in YARDLEY, Pennsylvania, last registered with COVERED BRIDGE ADVISORS, LLC.

How does George Nicholas Luciani charge for services?

George Nicholas Luciani's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is COVERED BRIDGE ADVISORS, LLC?

COVERED BRIDGE ADVISORS, LLC has approximately 3 employees and manages $148M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →