Luke William Conway
Investment adviser representative at Summit Financial, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$26.3BFirm assets
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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
- Pension consulting
Experience
11 years in the industry.
- Summit Financial, LLCSep 2024 to now
- JP MorganFeb 2023 to Sep 2024
- UnemployedMar 2022 to Feb 2023
- BlocksworksJan 2022 to Mar 2022
- The StreetApr 2021 to Jan 2022
- InvestopediaFeb 2018 to Apr 2021
- UnemployedAug 2015 to Feb 2018
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Summit Financial, LLC
$26.3BAssets managed
18,393Clients
226Advisers
7 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
- 6527579
- Firm CRD
- 299322