Luke Grayum

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

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

Current Employers

Employment History

• 01/2026 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 08/2020 → 05/2024
  University Of Richmond
  University Of Richmond, VA
• 07/2024 → 05/2025
  Duke University- Fuqua School Of Business
  Durham, NC
• 06/2023 → 07/2023
  Relay Network
  Radnor, PA
• 02/2026 → Present
  Nationals Lacrosse
  Alburtis, PA
• 02/2016 → 07/2020
  Unemployed
  Durham, NC
• 07/2022 → 01/2026
  The Episcopal Academy
  Durham, NC
• 01/2024 → 12/2025
  3 Step Sports Llc
  New York, NY
• 09/2025 → 12/2025
  True Lacrosse Llc
  New York, NY
• 03/2026 → Present
  Bank Of America, N.A.
  New York, NY

Other Businesses

I*3683270 Entity Type: Entity For Profit Name of OBA: Radar Sports Management LLC Address: Alburtis, Pennsylvania, 18011 Investment Related: No Position, Title, Association: Other Employee Start Date: 02/10/2026 Number of Hours: 4, Monthly Number of Hours during trading: 0, Monthly Duties: I am a coach on about one weekend a month for a middle school club travel lacrosse national team. The team is called Nationals Lacrosse, under the management and ownership of Radar Sports Management LLC. I coach their 2031 team as an assistant offensive coach. The team travels and hosts training or practice camps about once a month, and some tournaments. The purpose of the organization is to provide good coaching for very talented young lacrosse players from across the country. I have a passion for giving back and staying involved with lacrosse, which is why I enjoy coaching. Radar Sports management is a small business based in Alburtis, PA, while although their is no official physical location for National's, they are run from the home of Luis Gonzalez, the founder and operator of nationals. I am employed by the managing company Radar Sports Management LLC, who owns and operates Nationals Lacrosse. I am a coach for the 2031 grad year lacrosse team. I provide instruction and try and help the kids become better players and people. I primarily coach for the offense.

Exams

• S66 Uniform Combined State Law Examination
  2025-10-02