Luke Berte is a registered investment advisor, based in Stamford, CT, with 7 years of industry experience. Luke is also registered as a broker, so some compensation may come from commissions on products sold.
Location
1010 Washington Blvd, Suite 300, Stamford, CT, 06901
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Vision Financial Markets LLCBroker
February 2020 - Present · 6 yrs 8 mos
Vision Investment Advisors, LLC
June 2019 - Present · 7 yrs 4 mos
Previous Registrations
Vision Brokerage Services, LLCBroker
February 2020 - March 2023 · 3 yrs 1 mo
State Registrations1 state
CT
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.
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