Scott
Lundy

Eubel Brady & Suttman

CRD#4340708
Investment Advisor
in Miamisburg, OH

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About this Advisor

Scott Lundy is a financial advisor based in Miamisburg, Ohio, working with Eubel Brady & Suttman. Scott has previously held a position at Eubel Brady & Suttman Asset Management, Inc. Scott has passed the Series 66 regulatory exam and is registered to provide services in Louisiana, Ohio, and Texas. Currently, Scott is part of Eubel Brady & Suttman, which operates out of Miamisburg, Ohio. The firm has 33 employees and manages assets totaling $2.0 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Eubel Brady & Suttman includes asset-based, performance-based, and other fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Performance-based Fees, Others

Office Location

10100 Innovation Drive Suite 410
Miamisburg, OH 45342

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Eubel Brady & Suttman Brokerage Details

Total Assets Under Management

$1,975,010,865

OH Average: $2,106,341,625
Total Number of Employees

33

OH Average: 34
Total Number of Accounts

1,792

OH Average: 1,972
Average Account Size

$1,102,127

OH Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Scott Lundy Work History

2023 - Present (1 year)

Eubel Brady & Suttman Asset Management, Inc

2019 - 2023 (4 years)

Eubel Brady & Suttman Asset Management, Inc

2003 - 2019 (16 years)

Eubel Brady & Suttman Asset Management, Inc

Disclosures

Please visit the SEC profile of Scott Lundy 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 Eubel Brady & Suttman

Chase Marshall
Miamisburg, OH
Sara Mahoney
Miamisburg, OH
Egan Rosell
Miamisburg, OH
Courtney Stephenson
Miamisburg, OH
Dawn Kramer
Miamisburg, OH
Matthew Dicicco
Miamisburg, OH
Mary Hedrick
Miamisburg, OH
Teresa King
Miamisburg, OH

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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