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Luke Samuel Waldier

Luke S. Waldier

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CRD#: 6424993
Luke Samuel Waldier
Luke Samuel Waldier

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Luke Samuel Waldier, CFP®, who also goes by Luke Waldier, was a registered financial professional .

Luke is a previously registered financial professional and started their career in finance in 2015. Luke had worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Aliases

Luke Waldier

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.
(1) NAME OF ENTITY: Sage 6 LLC ADDRESS: 5827 E Rose Garden Ln, Phoenix AZ 85054 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Will be used to purchase real estate for personal use and short/long-term rentals CAPACITY: Owner - Active, Partner START DATE: 10/01/2021 DUTIES: I will search for real estate, provide funds to purchase the real estate, locate renters and manage the property. HOURS DEVOTED PER MONTH: 2 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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®

Certified Financial Planner

Start date: 2018

Experience

Past

June 23, 2026 - August 17, 2026

DOMAIN MONEY ADVISORS, LLC

RIA
CRD#: 316434
Phoenix, AZ
Past

March 20, 2017 - May 28, 2026

RBC CAPITAL MARKETS, LLC

RIA
CRD#: 31194
PHOENIX, AZ
Past

March 20, 2017 - May 28, 2026

RBC CAPITAL MARKETS, LLC

BD
CRD#: 31194
PHOENIX, AZ
Past

October 8, 2015 - March 2, 2017

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
BOLINGBROOK, IL
Past

October 8, 2015 - March 2, 2017

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
BOLINGBROOK, IL
Past

March 19, 2015 - September 11, 2015

LINCOLN INVESTMENT

RIA
CRD#: 519
LOMBARD, IL
Past

February 12, 2015 - September 11, 2015

LINCOLN INVESTMENT

BD
CRD#: 519
LOMBARD, IL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
DM
DOMAIN MONEY ADVISORS, LLC
DOMAIN MONEY ADVISORS, LLC

CRD#: 316434 / SEC#: 801-122828

RIA
Registered Investment Advisory firm - (12/7/2021 Approved)

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/19/2015
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/12/2015
General Securities Representative Examination

Current Firm

DM
DOMAIN MONEY ADVISORS, LLC
DOMAIN MONEY ADVISORS, LLC

CRD#: 316434 / SEC#: 801-122828

RIA
Registered Investment Advisory firm - (12/7/2021 Approved)
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Contact information

Main Address
594 Broadway Suite 502, New York, NY 10012
Mailing Address
Phone number
(646) 970-6926
Established
Firm type
Fiscal year end
# of Employees
18

SEC notice filing (31 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DOMAIN MONEY FORM ADV PART 2A (10/20/2025)
0

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.

Company Information

DOMAIN MONEY ADVISORS, LLC

CRD#: 316434

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