Be advised. This advisor is no longer registered as an Independent Advisor Representative. They may still be registered as a broker.
Luke Koczela, financial advisor Vienna VA
90 score

Luke Koczela

CRD Number: 6065335
Current Firm: Mcadam LLC

Luke Koczela (CRD# 6065335) is an Investment Advisor Representative working at Mcadam LLC in Vienna, VA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Mcadam LLC Tysons Corner, VA Oct 2014 - Current 2
Purshe Kaplan Sterling Investments Albany, NY Oct 2014 - Current 2
Ja Bentley & Co Chicago, IL Aug 2014 - Current 2
Mcadam Financial Group Tysons Corner, VA Mar 2014 - Oct 2014 < 1
Ing Financial Partner Tysons Corner, VA Sep 2012 - Oct 2014 2
Unemployed Washington, DC May 2012 - Sep 2012 < 1
United States Geological Survey Madison, WI Jun 2011 - May 2012 < 1
Macarthur Beautification Group Washington, DC May 2010 - Jun 2011 1
Home Run Baseball Camp Washington, DC Jun 2006 - Aug 2010 4
University Of Wisconsin Madison Rec Sports Madison, WI Apr 2009 - May 2009 < 1
Hudson Trail Outfitters Washington, DC Nov 2007 - Aug 2008 < 1
Key School Sports Camp Washington, DC Jun 2006 - Aug 2007 1
Unemployed Washington, DC Jul 2005 - Jun 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2012
Contact Info for Luke G. Koczela
Phone Number: (888) 614-5323
Firm Website:
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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

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