Gerald Meredith Luff
Investment adviser representative at Bakeravenue
15 yearsExperience
1 stateRegistered in
$5.1BFirm assets
21 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
15 years in the industry.
- BakeravenueJan 2026 to now
- Baker Avenue Asset Management LPMay 2006 to now
- Veridi Capital, LLCMay 2019 to Dec 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law2002
State registrations
Registered as an investment adviser representative in 1 state (CA).
Bakeravenue
Legal name: Baker Avenue Asset Management, LP
$5.1BAssets managed
1,024Clients
34Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2228420
- Firm CRD
- 132657