Luke Berte has been an investment adviser representative at Vision Investment Advisors since June 2019, and is not listed among the firm’s executive officers or direct owners.
Vision Investment Advisors, LLC is a Stamford, CT firm with $137M under management, 129 clients and 4 advisers across 5 offices, as of its May 2026 filing.
- – present · 7 yearsStamford, CT · Adviser representative · Firm CRD 109621
Investment adviser representative registrations
Luke Berte is registered as an investment adviser representative in Connecticut, since June 2019.
- ConnecticutSince 5 June 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7TO | General Securities Representative Examination | 1 February 2020 |
| SIE | Securities Industry Essentials Examination | 27 April 2019 |
| Series 63 | Uniform Securities Agent State Law Examination | 8 April 2019 |
| Series 65 | Uniform Investment Adviser Law Examination | 4 April 2019 |
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Luke David Berte
- CRD
- 6483149
- Firm
- Vision Investment Advisors · CRD 109621
- Office
- 1010 WASHINGTON BLVD, SUITE 300, Stamford, CT 06901
- Registration
- Investment adviser and broker registrations
- In the industry since
- June 2019
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Luke Berte work?
Luke Berte is an investment adviser representative registered through Vision Investment Advisors, LLC since June 2019, and is not listed among the firm’s executive officers or direct owners.
Is Luke Berte a financial advisor?
Yes. Luke Berte has a current investment-adviser registration in Connecticut, through Vision Investment Advisors since June 2019.
How many years of experience does Luke Berte have?
Luke Berte has 7 years in the financial industry, since June 2019, across 1 adviser firm.
What exams has Luke Berte passed?
Luke Berte has passed 4 licensing exams: the Series 65, Series 63, SIE and Series 7TO. The earliest, the Series 65, was passed in April 2019.
Where is Luke Berte based?
Luke Berte’s registered office is in Stamford, CT.
Is Luke Berte registered with FINRA?
Yes. Luke Berte has a current broker registration, under CRD 6483149.
Source: FINRA BrokerCheck
How can I verify Luke Berte’s record?
Search CRD 6483149 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Luke Berte’s full registration record.