Luke Savage

$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:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2023-12-15
NC	RA	APPROVED	2023-11-30

Branch Locations

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

Organization	City	State	From	To
East Carolina University	Greenville	NC	08/2016	12/2020
Raintree Country Club	Charlotte	NC	06/2018	08/2018
Carolina Pool Management	Charlotte	NC	05/2019	08/2019
Aflac	Charlotte	NC	05/2020	05/2021
Hausmann Insurance And Financial Services	Charlotte	NC	01/2021	07/2022
Ubs Financial Services Inc	Charlotte	NC	07/2022	10/2023
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Charlotte	NC	10/2023	Present

08/2016 → 12/2020

East Carolina University

Greenville, NC
06/2018 → 08/2018

Raintree Country Club

Charlotte, NC
05/2019 → 08/2019

Carolina Pool Management

Charlotte, NC
05/2020 → 05/2021

Aflac

Charlotte, NC
01/2021 → 07/2022

Hausmann Insurance And Financial Services

Charlotte, NC
07/2022 → 10/2023

Ubs Financial Services Inc

Charlotte, NC
10/2023 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Charlotte, NC

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-10-02

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