Luke Von Maur

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

• 05/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 10/2024 → 05/2025
  Oliver Wyman
  New York, NY
• 06/2023 → 08/2023
  Oliver Wyman
  New York, NY
• 07/2018 → 07/2022
  Harbourvest Partners
  Boston, MA
• 07/2016 → 07/2018
  Cambridge Associates
  Boston, MA
• 08/2023 → 05/2024
  Columbia Business School
  New York, NY
• 05/2024 → 10/2024
  Unemployed
  New York, NY
• 08/2022 → 05/2023
  Columbia Business School
  New York, NY
• 08/2022 → 05/2024
  Columbia University
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2025-08-15

Other Names

• Luke Cody Von Maur