Luke AdamsCRD 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.
J.p. Morgan Securities LLC
J.p. Morgan Securities LLC
|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|
Total Assets Under Management27,024MILLIONS
Total Number of Accounts30,576ACCOUNTS
Average Account Value$883,838
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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)
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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