Renee L. Luchkiw
Professional Summary
Renee L. Luchkiw is a registered financial advisor currently at WHITE MOUNTAIN CAPITAL, LLC located in Bay Harbor Islands, Florida. Renee is registered as a RR (Registered Representative) and started their career in finance in 2000. Renee has worked at 1 firm and has passed the Series 65, Series 63, Series 99TO, SIE, Series 87, Series 7, Series 14 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
26 years in the financial services industry
Current & Past Employments
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Current Firm
WHITE MOUNTAIN CAPITAL, LLC
Contact Information
Main Address
9521 East Bay Harbor Dr Unit 805, Bay Harbor Islands, FL 33154Mailing Address
9521 East Bay Harbor Dr Unit 805, Bay Harbor Islands, FL 33154Phone Number
(212) 509-0313Established
Delaware since 07/16/1999Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (22 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| MONTALBANO, PETER ANTHONY | CHIEF EXECUTIVE OFFICER/GSP/SROP/MP/MEMBER | 2208686 |
| TOWNLINE BEACH INC | MEMBER | — |
| LOWENBERG, MICHAEL SCOTT | CHIEF FINANCIAL OFFICER/FINOP/MEMBER | 2505584 |
| LUCHKIW, RENEE L. | CHIEF COMPLIANCE OFFICER/MEMBER | 4299713 |
| MONTALBANO,EILEEN | MEMBER | — |
| RUMPOINT, INC | MEMBER | — |
| BONAVENTURE INVESTMENTS, LP | MEMBER | — |
Disclosures
Regulatory Event
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(7/6/2004)
(1/18/2007)
(5/7/2012)
(1/6/2009)
(1/8/2004)
(5/24/2010)
(3/16/2021)
(6/27/2007)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 87 — Research Analyst Exam - Part II Regulations Module
Passed Sep 2005About the Series 87 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Renee L. Luchkiw's CRS (Customer Relationship Summary).
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