Luke C Mcgrath
Investment adviser representative at Evolve Private Wealth, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.1BFirm 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 assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Evolve Private Wealth, LLCFeb 2026 to now
- Morgan Stanley & Co. LLCAug 2022 to Feb 2026
- Bloomberg L.P.Sep 2019 to Aug 2022
- Bloomberg L.P.Jun 2019 to Aug 2019
- Wnyt - Newschannel 13May 2018 to Aug 2018
- Drumlins Country ClubApr 2018 to May 2018
- Student At Syracuse UniversityAug 2015 to May 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (NY).
Evolve Private Wealth, LLC
$2.1BAssets managed
679Clients
20Advisers
1 yearIn 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
- 7590177
- Firm CRD
- 333932