Cetera Investment Advisers
45yrs
Top advisor by experience in Dayton
26yrs
Based in Dayton, Ohio, Scott Lundy is a fiduciary financial advisor with 26 years of industry experience. Scott has been with Eubel Brady & Suttman since 2003. Scott holds the CFP® designation.
One of 245 advisors with offices in Dayton, and one of 195 fiduciaries.
At a glance
Experience26 years (since 2001)
How that compares ?More experience than 74% of advisors in Ohio
Office10100 Innovation Drive Suite 410, Dayton, OH 45342
How the firm is paid ?Percent of assets, Performance fee, Other
Typical client at the firm ?$1.59 million
Advisors at the firm18
States licensed ?1 state
Services through Eubel Brady & Suttman
Financial planningInvestment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2003 – nowEubel Brady & SuttmanCurrent firm
Contact Scott
(937) 291-1223Firm headquarters in Miamisburg, OH. Ask for Scott. 10100 Innovation Drive Suite 410Dayton, OH 45342Office · Get directions Firm websiteHTTPS://WWW.EBSINVESTS.COM
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Questions to ask Scott
Tailored to Scott’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Scott
How do I contact Scott?
Call Eubel Brady & Suttman at (937) 291-1223 and ask for Scott Lundy. Scott works from the Dayton, OH office.
How long has Scott been a financial advisor?
Scott has been in the industry since 2001, about 26 years. More experience than 74% of advisors in Ohio.
What licenses does Scott hold?
Series 66. Tap any license on this page to see what it allows.
Is Scott a fiduciary?
Scott is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Scott paid?
Eubel Brady & Suttman reports being paid by a percentage of the assets they manage, a share of investment gains, other fees. Ask Scott for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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