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Luke Robert Symon

Baron Capital, Inc.

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About Luke Robert Symon

Luke Robert Symon is a financial advisor registered with Baron Capital, Inc. Luke has been in the financial services industry since 2022. Luke is licensed to provide securities services in Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Luke's previous employer was Merrill Lynch, Pierce, Fenner & Smith Incorporated.

Firm Information

Luke Symon is currently registered with Baron Capital, Inc.. Baron Capital, Inc. is a Corporation that was formed on March 16, 1982. The firm is registered in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. They have been approved for registration with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

57

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.

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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Luke Symon’s Registration & Firm History

NY

02/29/2024 - Present

Baron Capital, Inc. (NEW YORK NY)

NC

09/24/2021 - 11/18/2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLOTTE NC)

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Licenses & Designations

BOTH

Issued 11/01/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/24/2021

Series 7TO - General Securities Representative Examination

BC

Issued 03/22/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Luke Robert Symon.
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