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Luke E Boyle

Edelman Financial Engines

Potsdam , NY

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Current Employers
Edelman Financial Engines

3945 Freedom Circle, Santa Clara, CA 95054 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-04-29
TX RA APPROVED 2026-04-29
  • NY RA
    APPROVED
    Since 2026-04-29
  • TX RA
    APPROVED
    Since 2026-04-29

Branch Locations

Potsdam , NY • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Potsdam NY 10/2022 04/2026
Kevin Daniels Agency Potsdam NY 01/2022 10/2022
North Country Savings Bank Canton NY 05/2018 10/2022
State University Of New York At Potsdam Potsdam NY 08/2018 05/2022
Martin's Country Store Moira NY 08/2016 05/2018
Potsdam Central School District Potsdam NY 08/2005 06/2018
Edelman Financial Engines Santa Clara CA 04/2026 Present
  • 10/2022 → 04/2026
    Morgan Stanley
    Potsdam, NY
  • 01/2022 → 10/2022
    Kevin Daniels Agency
    Potsdam, NY
  • 05/2018 → 10/2022
    North Country Savings Bank
    Canton, NY
  • 08/2018 → 05/2022
    State University Of New York At Potsdam
    Potsdam, NY
  • 08/2016 → 05/2018
    Martin's Country Store
    Moira, NY
  • 08/2005 → 06/2018
    Potsdam Central School District
    Potsdam, NY
  • 04/2026 → Present
    Edelman Financial Engines
    Santa Clara, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-07-15
  • S66 Uniform Combined State Law Examination
    2023-07-15

View on SEC IAPD

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EDWARD JONES · POTSDAM, NY
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Potsdam, NY
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CETERA INVESTMENT ADVISERS LLC · CANTON, NY
MML INVESTORS SERVICES, LLC · Massena, NY
KEY INVESTMENT SERVICES LLC · Massena, NY
COMMONWEALTH FINANCIAL NETWORK · Massena, NY
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