Luke David Berte
Investment adviser representative at Vision Investment Advisors, LLC
11 yearsExperience
1 stateRegistered in
$137.4MFirm assets
26 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 feeCommissionsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Vision Investment Advisors, LLCMay 2019 to now
- Vision Financial Markets LLCMay 2019 to now
- Self EmployedDec 2018 to May 2019
- UBS Securities LLCApr 2017 to Nov 2018
- Cor Clearing LLCMar 2015 to Mar 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
- Series 63 · Uniform Securities Agent State Law2019
State registrations
Registered as an investment adviser representative in 1 state (CT).
Vision Investment Advisors, LLC
$137.4MAssets managed
129Clients
9Advisers
26 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
- 6483149
- Firm CRD
- 109621