Luke Zimmerman, financial advisor South Jordan UT
89 score

Luke Zimmerman

CRD Number: 6302656
Current Firm: Morgan Stanley

Luke Zimmerman (CRD# 6302656) is an Investment Advisor Representative working at Morgan Stanley in South Jordan, UT and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Current 1
Morgan Stanley South Jordan, UT Feb 2014 - Current 2
Mr Capital Gilbert, AZ Oct 2013 - Feb 2014 < 1
Unemployed Provo, UT Apr 2013 - Oct 2013 < 1
Teuscher Ruf & Walpole, LLC Draper, UT Dec 2012 - Apr 2013 < 1
University Of Utah Salt Lake City, UT Apr 2012 - Dec 2012 < 1
Qualtrics Labs, Inc. Provo, UT Sep 2011 - Apr 2012 < 1
Intel Chandler, AZ Sep 2010 - Sep 2011 1
Brigham Young University Provo, UT Jan 2006 - Sep 2010 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2014
Contact Info for Luke A. Zimmerman
Phone Number: 914-225-5510
Registered State(s):
  • FL
  • TX
  • UT
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, 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, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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