Andrew S. Lusk
Professional summary
Being a previously registered professional could mean that this person 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.
Andrew Stephen Lusk, who also goes by Andrew S Lusk, Andy Lusk, was a registered financial professional .
Andrew is a previously registered financial professional and started their career in finance in 2008. Andrew had worked at 2 firms and has passed the Series 7 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
December 17, 2018 - March 3, 2025
LIONSTONE INVESTMENTS
September 1, 2008 - August 29, 2011
GOLDMAN SACHS & CO. LLC
Primary Firm SEC Registration
LIONSTONE INVESTMENTS
CRD#: 160214 / SEC#: 801-73009
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
LIONSTONE INVESTMENTS
CRD#: 160214 / SEC#: 801-73009
Contact information
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 23 |
| AUM (Assets Under Management) | $ 4,537,609,194 |
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.
