Advisor at Raymond James Financial
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Raymond James Financial
Location
Ithaca, NY 14850
Credentials
Series 63
Industry experience
24 years
Arthur Lustgarten is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 63 designation and has 24 years of industry experience. His background includes ownership of an accounting firm and prior leadership of Lustgarten Financial Services, Inc. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored strategies supported by firm research and extensive affiliate resources.
Based on Raymond James Financial
Based on Raymond James Financial
Fixed (flat) dollar fees may be charged for planning and/or investment consulting services
Commissions are charged in brokerage accounts when implementing financial plans or recommendations; fees and commissions may be offset or discounted for legacy clients.
Hourly rates for planning and/or investment consulting services generally up to $400 per hour
Fee-only: Hourly fees generally up to $400 per hour; fees may also be fixed (flat) dollar amounts or a percentage of assets under advisement not to exceed 2.25%
106 E Court
Ithaca, NY 14850
New York · Texas
Raymond James Financial Services Advisors, Inc.
2021 - Present (5 years)
Morgan Gun Hill LLC
2011 - Present (15 years)
Real Estate
2011 - Present (15 years)
Raymond james Financial Services, Inc
2001 - Present (25 years)
Lustgarten Financial Services, Inc.
2001 - 2020 (19 years)
Art Lustgarten, CPA
1991 - Present (35 years)
Accounting/Cpa/Tax Preparation
1991 - Present (35 years)
Art Lustgarten, CPA
1990 - Present (36 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
CFP®, Series 65
Ithaca, NY
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CFP®, Series 63
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Anchor Capital Management, LLC
Series 63, Series 65
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Centennial Wealth Management Inc.
CFP®, Series 63, Series 65
Ithaca, NY
New Horizon Financial Strategies, LLC
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