Morgan Stanley
46yrs
Top advisor by experience in Potsdam
3yrs
Based in Potsdam, New York, Luke Boyle is a fiduciary financial advisor with 3 years of industry experience. Luke has been with Edelman Financial Engines since 2026; before that, Luke spent three years at Morgan Stanley. Edelman Financial Engines offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and subscription fees.
One of 10 advisors with offices in Potsdam, and one of 9 fiduciaries.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
OfficePotsdam, NY
How the firm is paid ?Percent of assets, Hourly, Subscription, Flat fee, Other
Typical client at the firm ?$375,508
Advisors at the firm727
States licensed ?1 state
Services through Edelman Financial Engines
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
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
- Apr 2026 – nowEdelman Financial EnginesCurrent firm
- 2023 – 2026Morgan StanleyPreviously
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?
- What does a financial plan with you include, and how often is it updated?
- 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 Edelman Financial Engines at 833-752-6333 and ask for Luke Boyle. Luke works from the Potsdam, NY office.
How long has Luke been a financial advisor?
Luke has been in the industry since 2023, about 3 years. 3 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?
Edelman Financial Engines reports being paid by a percentage of the assets they manage, hourly fees, subscription fees, flat or fixed fees, other fees. 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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