Luke Adams, financial advisor Fishkill NY

Luke Adams

CRD Number: 7025158
Current Firm: Oppenheimer & Company Inc.

Luke Adams (CRD# 7025158) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Fishkill, NY and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Oppenheimer & Company Inc. Fishkill, NY Sep 2018 - Current 4
Unemployed New Paltz, NY Feb 2018 - Sep 2018 < 1
Rutgers University Newark, NJ Aug 2016 - Jan 2018 1
Moriello Pool New Paltz, NY Apr 2017 - Sep 2017 < 1
Moriello Pool New Paltz, NY Apr 2016 - Sep 2016 < 1
Suny New Paltz New Paltz, NY Aug 2012 - May 2016 3
Moriello Pool New Paltz, NY Apr 2015 - Sep 2015 < 1
Moriello Pool New Paltz, NY Apr 2014 - Sep 2014 < 1
Moriello Pool New Paltz, NY Apr 2013 - Sep 2013 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2019
Contact Info for Luke Adams
Phone Number: 212-668-8000
Registered State(s):
  • NJ
  • NY
By the Numbers
  • Total Assets Under Management
    27,024
    MILLIONS
  • Total Number of Accounts
    30,576
    ACCOUNTS
  • Average Account Value
    $883,838
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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