Luke P. Scamardo

SCAMARDO FINANCIAL LLC

Helotes, TX

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CRD#: 4584550

Professional summary

Luke Pete Scamardo, CFP®, who also goes by Trey Scamardo, is a registered financial advisor currently at SCAMARDO FINANCIAL LLC located in Helotes, Texas.

Luke is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Luke has worked at 3 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Trey Scamardo

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Luke Pete Scamardo's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

CRD#: 6321

MINNEAPOLIS, MN

Past

October 11, 2002 - October 20, 2004

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(1/29/2009)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/19/2002

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 10/9/2002

General Securities Representative Examination

Current Firm

SCAMARDO FINANCIAL LLC

CRD#: 133491 / SEC#:

Texas

Registered Investment Advisory firm - (1/29/2009 Approved)

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Contact information

Main Address

Helotes, TX

Mailing Address

Phone number

(512) 797-6393

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	53
AUM (Assets Under Management)	$ 9,500,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Luke P. Scamardo

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Luke Pete Scamardo's CRS (Customer Relationship Summary).

Certified licenses

Experience

SCAMARDO FINANCIAL LLC

SCAMARDO FINANCIAL LLC

SCAMARDO FINANCIAL LLC

SCAMARDO FINANCIAL LLC

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/19/2002

Series 7

Date: 10/9/2002

Current Firm

SCAMARDO FINANCIAL LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SCAMARDO FINANCIAL LLC

TRUST BUT VERIFY

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