Merrill
46yrs
Top advisor by experience in Princeton
8yrs
Based in Princeton, New Jersey, Luke Gilbert is a fiduciary financial advisor with 8 years of industry experience. Luke joined Merrill in 2018, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. Merrill reports being paid through a percentage of assets, flat fees, and commissions.
One of 899 advisors with offices in Princeton, and one of 842 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?8 years in the industry
Office7 Roszel Rd, Princeton, NJ 08540
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?1 state
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2018 – nowMerrillCurrent firm
Contact Luke
Local office(609) 243-7900Ask for Luke. (800) 637-7455Main office · New York, NY 7 Roszel RdPrinceton, NJ 08540Office · Get directions
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Questions to ask Luke
Tailored to Luke’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Luke
How do I contact Luke?
Call Luke’s local office at (609) 243-7900 or the Merrill main office at (800) 637-7455, and ask for Luke Gilbert.
How long has Luke been a financial advisor?
Luke has been in the industry since 2018, about 8 years. 8 years in the industry.
What licenses does Luke hold?
Series 66. Tap any license on this page to see what it allows.
Is Luke a fiduciary?
Luke is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Luke paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Luke for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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