Mark Nicholas Lucci
Investment adviser representative at Withum Wealth Management
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$2.3BFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Pinnacle Associates, Ltd.Jan 2024 to now
- Withum Wealth ManagementMay 2019 to now
- Pinnacle Associates, Ltd.Jun 2023 to Dec 2023
- Bdo, USA LLPOct 2015 to Apr 2019
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (CA, NJ).
Withum Wealth Management
Legal name: Pinnacle Wealth Management Advisory Group, LLC
$2.3BAssets managed
798Clients
10Advisers
15 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
- 7395576
- Firm CRD
- 158332