Luke Scanlan
CRD Number: 6353433Current Firm: Clearstead; Hartland & Company, Llc; Clearstead Advisory Solutions
Luke Scanlan (CRD# 6353433) is an Investment Advisor Representative working at Clearstead; Hartland & Company, Llc; Clearstead Advisory Solutions in Norfolk, VA and has over 9 years of experience in the finance industry.
CRD# 5685783
Martello Investments, LLC
CRD# 6445258
Fidelity Personal And Workplace Advisors
CRD# 6157085
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Clearstead Advisory Solutions | Norfolk, VA | Apr 2024 - Current | < 1 |
| Wilbanks, Smith & Thomas Asset Management | Norfolk, VA | Jan 2022 - Apr 2024 | 2 |
| Fidelity Investments | Merrimack, NH | Aug 2015 - Dec 2021 | 6 |
| Fidelity Brokerage Services LLC | Merrimack, NH | Jun 2014 - Aug 2015 | 1 |
| Clark University | Worcester, MA | Aug 2010 - May 2014 | 3 |
| Clark University | Worcester, MA | Aug 2010 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2014 |
- VA
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Total Assets Under Management15,322MILLIONS
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Total Number of Accounts5,903ACCOUNTS
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Average Account Value$2,595,564
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Other
AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KY, LA, MA, MD, ME, MI, MN, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV
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