Lukas Brian Hooper

Employer firm

Coastal Bridge Advisors CRD 152569

$5.02B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INSURANCE SOLUTIONS AND CREDIT AND CASH MANAGEMENT SOLUTIONS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2021 → 07/2023
  Legacy Wealth Management
  Memphis, TN
• 01/2015 → 06/2021
  Deloitte Tax, Llp
  Memphis, TN
• 07/2023 → 06/2026
  Waddell & Associates, Llc
  Memphis, TN
• 07/2026 → Present
  Coastal Bridge Advisors, Llc
  Memphis, TN

Previous Registrations

• 2023-11-20 → 2026-07-16
  Waddell & Associates, Llc
  Memphis, TN
• 2021-10-08 → 2023-07-10
  Legacy Wealth Management, Llc
  Memphis, TN

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-10-05

Designations

• Certified Financial Planner

Other Names

• Luke Brian Hooper