Moshe
Luchins
Brenton Point Wealth Advisors LLC
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About this Advisor
Moshe Luchins is a financial advisor working in New York, New York with 4 years of relevant experience. Luchins currently works for Brenton Point Wealth Advisors LLC. During their career, the advisor has held roles at Zweig-Dimenna Associates LLC, Brenton Point Wealth Advisors LLC, Watermark Securities and Watermark. Luchins holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Connecticut. Brenton Point Wealth Advisors LLC is a firm based out of New York, NY. The company has a total of 14 financial advisors. It administers $29 million in total assets across its 87 accounts, placing it among the smaller firms in the nation by assets under management. Of its 87 customer accounts, 65% are held by high-net-worth clients who have more than $1 million in investable assets. Brenton Point Wealth Advisors LLC performs a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and publication of newsletters. Financial management fee schedules typically vary depending on which services the firm provides the client. However, fees charged by Brenton Point Wealth Advisors LLC most likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Brenton Point Wealth Advisors LLC Brokerage Details
$28,750,765
14
87
$330,469
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
Moshe Luchins Work History
Moshe has been registered as a financial advisor for 4 years.*
Brenton Point Wealth Advisors LLC
Watermark Securities
Zweig-Dimenna Associates LLC
Watermark
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Moshe Luchins to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Brenton Point Wealth Advisors LLC
New York, NY
New York, NY
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