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Moshe A Luchins

CRD# 2845018·Registered 2004 - 2025
Previously Registered: Being a previously registered professional could mean that Moshe is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Moshe A Luchins was a registered financial advisor. Moshe was a previously registered financial professional and started their career in finance 2004 - 2025. Moshe had worked at 2 firms and has passed the Series 66, Series 99TO, SIE, Series 7, Series 14 and Series 24 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

22 years in the financial services industry

Current & Past Employments

BRENTON POINT WEALTH ADVISORS LLC·CRD# 287603
RIA
New York, NY
February 14, 2019 - December 16, 2025
WATERMARK SECURITIES, INC.·CRD# 28683
BD
New York, NY
March 25, 2004 - April 7, 2025

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Current Firm

BP
BRENTON POINT WEALTH ADVISORS LLC

BRENTON POINT WEALTH ADVISORS LLC

CRD#: 287603 / SEC#: 801-110114

Contact Information

Main Address

900 Third Avenue, New York, NY 10022

Phone Number

(212) 451-1400

# of Employees

18

Documents

Latest Form ADV

Part 2 Brochures

BRENTON POINT WEALTH ADVISORS - WRAP FEE BROCHURE (8/25/2025)

Regulatory Assets Under Management

Total Number of Accounts

94

AUM (Assets Under Management)

$27,679,488

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

ML Compliance Consulting LLC 12 Debell, Passaic, NJ 07055 Managing Member Start Date: 2/23/23 Provides compliance consulting services.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed May 2017About the Series 66 exam

Series 99TO — Operations Professional Examination

Passed Jan 2023About the Series 99TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Mar 2004About the Series 7 exam

Series 14 — Compliance Officer Examination

Passed Jan 2023About the Series 14 exam

Series 24 — General Securities Principal Examination

Passed Dec 2004About the Series 24 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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