Luke Penserot Smith
Investment adviser representative at Dt Investment Partners, LLC
11 yearsExperience
2 statesRegistered in
$1.9BFirm assets
15 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
Experience
11 years in the industry.
- Dt Investment Partners, LLCJun 2025 to now
- Fs Investment Solutions, LLCSep 2024 to Apr 2025
- Fs InvestmentsApr 2023 to Oct 2023
- Dt Investment PartnersJun 2022 to Sep 2022
- Drexel UniversitySep 2021 to Sep 2024
- Team Toyota of Glen MillsFeb 2021 to Aug 2021
- Bucknell UniversitySep 2019 to Feb 2021
- Conestoga High SchoolSep 2015 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Dt Investment Partners, LLC
$1.9BAssets managed
1,316Clients
7Advisers
15 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
- 7990096
- Firm CRD
- 157646