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DL

Donald R. Luciani

ONE AMHERST PARTNERS
Birmingham, MI 48009
Some features on this profile are disabled
CRD#: 4362914
DL

Professional summary

Donald Richard Luciani is a registered financial professional currently at ONE AMHERST PARTNERS, LLC located in Birmingham, Michigan.

Donald is registered as a RR (Registered Representative) and started their career in finance in 2001. Donald has worked at 3 firms and has passed the Series 63, Series 99TO, Series 79TO, SIE, Series 7, Series 28 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Donald Richard Luciani's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

November 30, 2010 - Present

ONE AMHERST PARTNERS, LLC

Office #1: 255 East Brown Street Suite 120, Birmingham, MI 48009Office #2: 255 East Brown Street, Suite 120, Birmingham, MI 48009
BD
CRD#: 152359
Birmingham, MI
Past

May 9, 2007 - December 9, 2008

MACQUARIE CAPITAL (USA) INC.

BD
CRD#: 36368
TROY, MI
Past

June 20, 2001 - April 19, 2007

GIULIANI CAPITAL ADVISORS LLC

BD
CRD#: 111140
TROY, MI

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Michigan
(12/10/2010)
RR
Ohio
(11/12/2014)
RR
Texas
(4/18/2019)

Exams

State Security Law Exam
RR
Series 63
Date: 5/3/2001
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/17/2001
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 28
Date: 9/20/2010
Introducing Broker/Dealer Financial Operations Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 6/8/2001
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

OA
ONE AMHERST PARTNERS, LLC
ONE AMHERST PARTNERS, L.L.C. | ONE AMHERST PARTNERS, LLC

CRD#: 152359 / SEC#: , 8-68445

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information

Main Address
255 East Brown Street, Suite 120, Birmingham, MI 48009
Mailing Address
255 East Brown Street, Suite 120, Birmingham, MI 48009
Phone number
(248) 642-5660
Established
Michigan since 01/16/2003
Firm type
Limited Liability Company
Fiscal year end
March
Firm Size
Small
# of Employees

FINRA licenses (3 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
AMHERST PARTNERS, LLCOWNER
CHANDLER, CHARLES EDWIN IIICEO/CCO/PRESIDENT874140
LUCIANI, DONALD RICHARDAMLCO/CFO/FINOP4362914

Red Flags

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.

Company Information

ONE AMHERST PARTNERS, LLC

CRD#: 152359Birmingham, MI 48009

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