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Gary Timothy Lukachinski

Investment adviser representative at Janney Montgomery Scott LLC
18 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$110.1BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feeCommissionsOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

18 years in the industry.

  1. Janney Montgomery Scott, LLCOct 2017 to now
  2. Morgan Stanley Private Bank, National AssociationJan 2015 to Oct 2017
  3. Morgan StanleyJun 2009 to Oct 2017
  4. Morgan Stanley & Co. IncorporatedAug 2008 to Oct 2017

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law1988
  • Series 65 · Uniform Investment Adviser Law2017

State registrations

Registered as an investment adviser representative in 3 states (NJ, NY, TX).

Janney Montgomery Scott LLC

$110.1BAssets managed
243,808Clients
1,341Advisers
55 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
1844581
Firm CRD
463
Advisor's SEC record (opens in a new tab)
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