Luke Eddy, financial advisor Shrewsbury MA
88 score

Luke Eddy

CRD Number: 6364037
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Luke Eddy (CRD# 6364037) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Shrewsbury, MA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Shrewsbury, MA Oct 2014 - Current 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Shrewsbury, MA May 2014 - Current 2
Columbia University New York, NY Sep 2010 - May 2014 3
Worcester Academy Worcester, MA Aug 2006 - Sep 2010 4
The Fenn School Concord, MA Sep 2000 - Aug 2006 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2014
Contact Info for Luke Eddy
Phone Number: 800-637-7455
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • Other
Types of Clients
Registered States

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

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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