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George Nicholas Luciani

COVERED BRIDGE ADVISORS, LLC·YARDLEY, Pennsylvania
Unclaimed Profile
708 FLORAL VALE BLVD., YARDLEY, PA 19067CRD# 1332311Firm CRD# 291598
01

About

George Nicholas Luciani is a registered financial advisor based in YARDLEY, Pennsylvania, affiliated with COVERED BRIDGE ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
COVERED BRIDGE ADVISORS, LLC
COVERED BRIDGE ADVISORS, LLC
AUM
$148M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at COVERED BRIDGE ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1332311
Firm CRD# 291598
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does George Nicholas Luciani offer?
George Nicholas Luciani specializes in Financial Planning, Investment Management. Contact their office in YARDLEY, Pennsylvania for a consultation.
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, working with COVERED BRIDGE ADVISORS, LLC. Their office serves clients in the YARDLEY metropolitan area and surrounding communities.
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.
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Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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