Luke Serfas

Financial advisor at Brookstone Wealth Advisors, LLC · Annapolis, MD

Last updated 2026-10-10

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Luke Serfas is a financial advisor at Brookstone Wealth Advisors, LLC in Annapolis, MD, CRD 8068096. Licenses and exams on the registration: Series 65. IAPD registration began 2025-04-01.

Registration

CRD number
8068096
Registration status
Active
IAPD registration
2025-04-01
Industry Experience
1 year
Work Experience
12 years
States registered
DE, MD, PA, VA

Licenses and exams

  • Series 65

Work history

  • 2014-10 to 2018-10 · United States Marine Corps · Yuma, AZ
  • 2018-12 to 2024-11 · United States Marine Corps Reserve · Red Bank, NJ
  • 2019-01 to 2023-07 · J.P. Morgan Chase & Co. · Jersey City, NJ
  • 2023-07 to 2025-03 · Citibank N.A. · New York, NY
  • 2018-11 to 2018-11 · Unemployed One Month Post Activity Duty Military · Ridgewood, NJ
  • 2025-03 to Present · Copper Creek Financial · Annapolis, MD

Current employment

SEC IAPD record for Luke Serfas

Brookstone Wealth Advisors, LLC

Regulatory AUM
$0
Registered advisors
239
Offices
285
Clients per advisor
0.0 (Low)

Brookstone Wealth Advisors, LLC: advisors, services and reported ETF investments

About

Luke Serfas is a financial advisor at Brookstone Wealth Advisors, LLC in Annapolis, MD. Reported securities licenses include Series 65. The latest record indicates 1 year of industry experience and 12 years of reported work history. Reported roles include Copper Creek Financial, Citibank N.A., United States Marine Corps Reserve, J.P. Morgan Chase & Co., among others.

SEC disclosures list additional business and community activities: Annuity And Insurance Sales Via Magellan Financial (fmo).

Brookstone Wealth Advisors, LLC's firm-level Form ADV reports 239 advisors across 285 offices; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Selection of Other Advisers, Educational Seminars or Workshops.

What this firm offers

Filed by Brookstone Wealth Advisors, LLC on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Selection of Other Advisers
  • Educational Seminars or Workshops

Fee options

  • Percentage of Assets Under Management
  • Hourly Charges
  • Fixed Fees (Other Than Subscription)

Business and affiliations

  • Other Investment Adviser (Incl. Financial
  • Lawyer or Law Firm
  • Insurance Company or Agency

Location

170 Jennifer Rd, Suite 336, Annapolis, MD 21401

2 advisors at this office.

Brookstone Wealth Advisors office in Annapolis, MD

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

Are you Luke Serfas?

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