Luke Delorme has been Director of Financial Planning and Financial Advisor of Tableaux since August 2024, is a control person of the firm and directly owns between 25% and 50% of it. Luke Delorme holds a Bachelor of Science in Economics from Boston College and an MBA from Boston College.
Tableaux LLC is a Great Barrington, MA firm with $230M under management, 209 clients and 5 advisers across 5 offices, as of its July 2026 filing.
Luke Delorme is Director of Financial Planning & Financial Advisor of Tableaux Wealth. He joined the firm as Director of Financial Planning in 2024, after serving in that role for many years at a Great Barrington-based registered investment advisor, and is focused on expanding the firm's financial planning skills and expertise.
Luke Delorme’s longest registration was 8 years at American Investment Services Inc (2016–2024). Before joining Tableaux in 2024, Luke Delorme was registered through American Investment Services Inc.
- Tableaux WealthCurrent– present · 2 yearsGreat Barrington, MA · Adviser representative · Firm CRD 319355
- American Investment Services Inc– · 8 yearsGreat Barrington, MA · Adviser representative · Firm CRD 110043
Professional designations
Listed by Tableaux
- CFP®
- ChFC
Investment adviser representative registrations
Luke Delorme is registered as an investment adviser representative in 2 states. The first approvals date from August 2024; the most recent is Texas, in December 2025.
- MassachusettsSince 6 August 2024
- TexasSince 23 December 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 25 May 2016 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Luke Farrell Delorme
- CRD
- 6628294
- Firm
- Tableaux · CRD 319355
- Role
- Director of Financial Planning and Financial Advisor
- Office
- 80 MAPLE AVENUE, SUITE 5, Great Barrington, MA 01230
- Registration
- Investment adviser registration
- In the industry since
- July 2016
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- tableauxwealth.com
Where does Luke Delorme work?
Luke Delorme has been Director of Financial Planning and Financial Advisor of Tableaux LLC since August 2024, and is a control person of the firm.
Is Luke Delorme a financial advisor?
Yes. Luke Delorme has a current investment-adviser registration in Massachusetts and Texas, through Tableaux since August 2024.
How many years of experience does Luke Delorme have?
Luke Delorme has 10 years in the financial industry, since July 2016, across 2 adviser firms.
What exams has Luke Delorme passed?
Luke Delorme passed the Series 65 in May 2016.
Where did Luke Delorme work before Tableaux?
Before Tableaux, Luke Delorme was registered through American Investment Services Inc, July 2016 to August 2024.
Where is Luke Delorme based?
Luke Delorme’s registered office is in Great Barrington, MA.
Is Luke Delorme registered with FINRA?
No. Luke Delorme has no current broker registration.
Is Luke Delorme a CFP?
Tableaux lists Luke Delorme with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Luke Delorme’s record?
Search CRD 6628294 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Luke Delorme’s full registration record.
