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Luke Ryan McCarty

Prostatis Financial Advisors Group

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About Luke Ryan McCarty

Luke McCarty is a financial advisor with Prostatis Financial Advisors Group. Luke is a Certified Financial Planner and has been in the financial services industry since 2014. Luke is registered with the state of Florida and holds the Series 66, Series 7, Series 9, Series 10 and SIE licenses.

Firm Information

Luke McCarty is currently registered with Prostatis Financial Advisors Group. Prostatis Financial Advisors Group is an investment advisory firm headquartered in HANOVER, MD, with 19 employees and a team of 14 investment advisory representatives. They manage approximately $405 million in client assets, with a focus on portfolio management for individuals and financial planning services. Prostatis Financial Advisors Group serves a wide range of clients, including high-net-worth individuals and individuals other than high-net-worth.
Prostatis Financial Advisors Group

7580 BUCKINGHAM BLVD, SUITE 180

HANOVER, MD 21076

$405.00M

Assets Under Management

278

Total Clients

15

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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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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percentage of assets

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

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Luke McCarty’s Registration & Firm History

FL

10/30/2019 - Present

Prostatis Financial Advisors Group (Melbourne FL)

MO

03/05/2018 - 08/22/2019

UMB FINANCIAL SERVICES, INC. (KANSAS CITY MO)

KS

07/29/2014 - 02/02/2018

RAYMOND JAMES FINANCIAL SERVICES, INC. (OVERLAND PARK KS)

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Licenses & Designations

BOTH

Issued 08/26/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/19/2015

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 03/09/2015

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/29/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Luke Ryan McCarty.
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