Luke Lino
Luke Lino is a registered investment advisor at Millstone Financial Group, based in Millstone, NJ, with 4 years of industry experience. Luke operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 297 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The annual fee may be negotiable based upon certain criteria.
Fee Estimator
Location
490 Hwy 33 West, Millstone, NJ, 08535
Get directionsHistory
Regulatory History
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 →Other Business ActivitiesSells Insurance
Luke works as an insurance agent at Millstone Financial Group, providing insurance sales and services since April 2024. This takes about a quarter of his time, with minimal time spent during SEC trading hours.
Employment History
Current Registrations
Millstone Financial Group
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
State Registrations1 state
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.