Luke Lino has been an investment adviser representative at Millstone Financial Group Limited Liability since August 2024, and is not listed among the firm’s executive officers or direct owners.
Millstone Financial Group Limited Liability Company is a Princeton, NJ firm with $104M under management, 297 clients and 6 advisers across 3 offices, as of its June 2026 filing.
- Millstone Financial GroupCurrent– present · 2 yearsPrinceton, NJ · Adviser representative · Firm CRD 297882
Investment adviser representative registrations
Luke Lino is registered as an investment adviser representative in New Jersey, since August 2024.
- New JerseySince 30 August 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 28 August 2024 |
| Series 63 | Uniform Securities Agent State Law Examination | 17 December 2021 |
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 20 May 2021 |
| SIE | Securities Industry Essentials Examination | 3 May 2021 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Luke V Lino
- CRD
- 7318764
- Firm
- Millstone Financial Group Limited Liability · CRD 297882
- Office
- 902 CARNEGIE CENTER BLVD, SUITE 130, Princeton, NJ 08540
- Registration
- Investment adviser registration
- In the industry since
- October 2021
- Disciplinary history
- Not yet shown here · SEC record
Where does Luke Lino work?
Luke Lino is an investment adviser representative registered through Millstone Financial Group Limited Liability Company since August 2024, and is not listed among the firm’s executive officers or direct owners.
Is Luke Lino a financial advisor?
Yes. Luke Lino has a current investment-adviser registration in New Jersey, through Millstone Financial Group Limited Liability since August 2024.
How many years of experience does Luke Lino have?
Luke Lino has 5 years in the financial industry, since October 2021, across 1 adviser firm.
What exams has Luke Lino passed?
Luke Lino has passed 4 licensing exams: the SIE, Series 6TO, Series 63 and Series 65. The earliest, the SIE, was passed in May 2021.
Where is Luke Lino based?
Luke Lino’s registered office is in Princeton, NJ.
Is Luke Lino registered with FINRA?
No. Luke Lino has no current broker registration.
How can I verify Luke Lino’s record?
Search CRD 7318764 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Luke Lino’s full registration record.