Luke Gerolimatos has been an investment adviser representative at White Oak Financial Management since March 2021, and is not listed among the firm’s executive officers or direct owners.
White Oak Financial Management, Inc is an Asheville, NC firm with $143M under management, 350 clients and 3 advisers in one office, as of its January 2026 filing.
Luke Gerolimatos is an Investment Advisor Representative with White Oak Financial Management. He joined the firm in December 2020, managing investment portfolios and advising clients on allocations within their company retirement plans. He was previously a Registered Representative with Western and Southern Financial Group, and from 2012 to 2017 was President & CEO of AIM Services, Inc.
- – present · 5 yearsAsheville, NC · Adviser representative · Firm CRD 142615
Investment adviser representative registrations
Luke Gerolimatos is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from March 2021; the most recent is South Carolina, in February 2023.
- North CarolinaSince 16 March 2021
- South CarolinaSince 9 February 2023
- TexasResidentSince 8 March 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 4 February 2021 |
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 3 June 2019 |
| Series 63 | Uniform Securities Agent State Law Examination | 28 May 2019 |
| SIE | Securities Industry Essentials Examination | 14 March 2019 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Securities Industry Essentials Examination
- CRD
- 7087840
- Firm
- White Oak Financial Management · CRD 142615
- Office
- 1270 HENDERSONVILLE ROAD, SUITE #4, Asheville, NC 28803
- Registration
- Investment adviser registration
- In the industry since
- July 2019
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- whiteoakfinancialmanagement.com
Where does Luke Gerolimatos work?
Luke Gerolimatos is an investment adviser representative registered through White Oak Financial Management, Inc since March 2021, and is not listed among the firm’s executive officers or direct owners.
Is Luke Gerolimatos a financial advisor?
Yes. Luke Gerolimatos has a current investment-adviser registration in North Carolina, South Carolina and Texas, through White Oak Financial Management since March 2021.
How many years of experience does Luke Gerolimatos have?
Luke Gerolimatos has 7 years in the financial industry, since July 2019, across 1 adviser firm.
What exams has Luke Gerolimatos passed?
Luke Gerolimatos has passed 4 licensing exams: the SIE, Series 63, Series 6TO and Series 65. The earliest, the SIE, was passed in March 2019.
Where is Luke Gerolimatos based?
Luke Gerolimatos’ registered office is in Asheville, NC.
Is Luke Gerolimatos registered with FINRA?
No. Luke Gerolimatos has no current broker registration.
How can I verify Luke Gerolimatos’ record?
Search CRD 7087840 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Luke Gerolimatos’ full registration record.
