Luke
Saddlemire
Janney Montgomery Scott LLC
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About this Advisor
Luke Saddlemire is a financial advisor based in Saratoga Springs, New York, working with Janney Montgomery Scott LLC. Luke has previously held positions at Purshe Kaplan Sterling Investments, New York State Education Department, Saratoga Performing Arts Center, University At Albany (Nys), Bj'S Wholesale Club, Principal Life Insurance Company, Principal Securities Inc, Full Time Student, and Janney Montgomery Scott LLC. Luke has passed the Series 66 regulatory exam and is registered to provide services in New York. Currently, Luke is part of Janney Montgomery Scott LLC, which operates out of Saratoga Springs, New York. The firm has 130 offices and 2,295 employees. The firm manages assets totaling $85.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Janney Montgomery Scott LLC includes asset-based, fixed, commission-based, and other fees.
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Office Location
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Janney Montgomery Scott LLC Brokerage Details
$85,895,170,425
2,295
226,034
$380,010
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Luke Saddlemire Work History
Janney Montgomery Scott LLC
Principal Life Insurance Company
Principal Securities Inc
Purshe Kaplan Sterling Investments
New York State Education Department
Saratoga Performing Arts Center
University At Albany (Nys)
Full Time Student
Bj'S Wholesale Club
Full Time Student
Disclosures
Please visit the SEC profile of Luke Saddlemire to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
