Luke Stephen Webber

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 06/2005 → Present
  Lord Abbett & Co. Llc
  Jersey City, NJ
• 08/2017 → 08/2024
  Eaton Vance Distributors, Inc.
  Boston, MA
• 08/2017 → 08/2024
  Eaton Vance Management
  Boston, MA
• 08/2024 → Present
  Osaic Wealth, Inc
  Dunwoody, GA

Previous Registrations

• 2017-09-11 → 2024-08-22
  Eaton Vance Management
  Boston, MA
• 2005-09-21 → 2017-08-07
  Lord, Abbett & Co. Llc
  Jersey City, NJ
  Jersey City, NJ
  Jersey City, NJ
  Roswell, GA

Other Businesses

1. RENTAL PROPERTY PARK CITY POSITION: Owner NATURE: No business structure. Owned personally with my wife. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2000 ADDRESS: 4338 Willow Draw Drive #1108, Park City UT 84098 DESCRIPTION: Working with property manager. 2. BDL ADVISORS POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 08/19/2024 ADDRESS: 1633 Mt. Vernon Rd, Suite 100, Dunwoody GA 30076-5140 DESCRIPTION: Helping support BDL Advisor's clients. 3. LUKE WEBBER FIXED INSURANCE POSITION: Agent - Insurance Producer NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 08/19/2024 ADDRESS: 1633 Mt. Vernon Rd, Suite 100, Dunwoody GA 30338 DESCRIPTION: Sales and service of fixed insurance and annuities. 4. WEBBER WEALTH MANAGEMENT POSITION: Owner NATURE: LLC - This is the LLC that I use for my Osaic Wealth Advisor practice. INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 08/19/2024 ADDRESS: 1633 Mt. Vernon Rd, Suite 100, Dunwoody GA 30338 DESCRIPTION: Financial Advisor for Osaic Wealth. 5. TENOR ESOP PARTNERS POSITION: Referral Partner NATURE: I am a sole proprietor INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 09/06/2025 ADDRESS: 1801 Old Alabama Rd, Roswell GA 30076, United States DESCRIPTION: This will be a referral arrangement where I will provide Tenor ESOP with a potential client and be compensated if they were to do business together. This firm specializes in setting up ESOP plans for businesses.

Exams

• S66 Uniform Combined State Law Examination
  2005-09-20

Other Names

• Luke Webber