Elisabeth Ariel Neuberg
Investment adviser representative at Lunin-pack Planning and Advice, LLC
12 yearsExperience
1 stateRegistered in
$32.4MFirm assets
1 yearFirm in business
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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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Lunin-pack Planning and Advice, LLCDec 2024 to now
- Osaic Wealth, IncJan 2024 to Dec 2024
- Woodbury Financial Services, IncSep 2014 to Jan 2025
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (NY).
Lunin-pack Planning and Advice, LLC
$32.4MAssets managed
38Clients
2Advisers
1 yearIn 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
- 6380503
- Firm CRD
- 334066