Luke Keck (CRD# 7049781) is an Investment Advisor Representative working at The Ayco Company, LP in Washington, DC and has over 4 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 2962660
Grove Point Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Goldman Sachs & Company LLC | Washington, DC | Jan 2021 - Current | 3 |
| The Ayco Company, L.p./mercer Allied | Washington, DC | Oct 2018 - Jan 2021 | 2 |
| Seton Hall University | South Orange, NJ | Sep 2015 - May 2019 | 3 |
| The Ayco Company, LP | Parsippany, NJ | Jun 2018 - Oct 2018 | < 1 |
| Summit Financial Resources | Parsippany, NJ | Nov 2017 - Jun 2018 | < 1 |
| Finish Line | Short Hills, NJ | May 2017 - Nov 2017 | < 1 |
| Trumbull Country Club | Warren, OH | Apr 2015 - Aug 2016 | 1 |
| John F. Kennedy Catholic High School | Warren, OH | Sep 2011 - May 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2019 |
- DC
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Total Assets Under Management25,870MILLIONS
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Total Number of Accounts46,004ACCOUNTS
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Average Account Value$562,344
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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