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Luke Melms

Newedge Advisors

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About Luke Melms

Luke Melms is an investment advisor representative with Newedge Advisors, LLC. Luke is registered with the state of Florida and has been in the industry since 2011. Luke has passed the Series 6, Series 63 and Series 65 exams. Luke is also a Certified Financial Planner. Newedge Advisors is a Registered Investment Advisor (RIA) with a strong focus on providing investment advice to high-net-worth individuals, corporations, charitable organizations, and pension plans. The firm manages over $18 Billion in assets.

Firm Information

Luke Melms is currently registered with Newedge Advisors. Newedge Advisors is an investment advisor with over $10 billion in assets under management. They provide a wide range of financial planning and advisory services to individuals, businesses, charitable organizations, pension plans, and high-net-worth individuals. The firm has over 396 investment advisor representatives and 194 registered representatives located throughout the United States. Newedge Advisors also offers wrap fee programs.
Newedge Advisors

858 CAMP STREET

NEW ORLEANS, LA 70130

$18.43B

Assets Under Management

141

Total Clients

420

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Luke Melms’s Registration & Firm History

FL

12/15/2023 - Present

Newedge Advisors (Fort Lauderdale FL)

IL

01/04/2011 - 12/06/2013

PFS INVESTMENTS INC. (CRESTWOOD IL)

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Licenses & Designations

IA

Issued 01/27/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/22/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/03/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Luke Melms.
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