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Luke David Berte

Vision Investment Advisors, LLC

Stamford, CT

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Current Employers
Vision Investment Advisors, Llc

1010 Washington Blvd Suite 300, Stamford, CT 06901 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2019-06-05
  • CT RA
    APPROVED
    Since 2019-06-05

Branch Locations

1010 Washington Blvd Suite 300, Stamford, CT 06901 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Vision Financial Markets Llc Stamford CT 05/2019 Present
Self Employed Voorheesville NY 12/2018 05/2019
Ubs Securities Llc Nashville TN 04/2017 11/2018
Cor Clearing Llc Omaha NE 03/2015 03/2017
Vision Investment Advisors, Llc Stamford CT 05/2019 Present
  • 05/2019 → Present
    Vision Financial Markets Llc
    Stamford, CT
  • 12/2018 → 05/2019
    Self Employed
    Voorheesville, NY
  • 04/2017 → 11/2018
    Ubs Securities Llc
    Nashville, TN
  • 03/2015 → 03/2017
    Cor Clearing Llc
    Omaha, NE
  • 05/2019 → Present
    Vision Investment Advisors, Llc
    Stamford, CT
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2019-04-08
S65 Uniform Investment Adviser Law Examination 2019-04-04
  • S63 Uniform Securities Agent State Law Examination
    2019-04-08
  • S65 Uniform Investment Adviser Law Examination
    2019-04-04
Other Names
  • Luke Berte

View on SEC IAPD

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Other Offices

COUNTERPOINTE INVESTMENT MANAGEMENT LLC · STAMFORD, CT
K2/D&S MANAGEMENT CO., L.L.C. · STAMFORD, CT
LONGRANGE CAPITAL, L.P. · STAMFORD, CT
DWM ASSET MANAGEMENT, LLC · STAMFORD, CT
O'SHAUGHNESSY ASSET MANAGEMENT, LLC · STAMFORD, CT
CONCENTRIC CAPITAL STRATEGIES L.P. · STAMFORD, CT
INTEGRA GLOBAL ADVISORS LLC · Stamford, CT
MEASURE 8 VENTURE PARTNERS · STAMFORD, CT

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