Luke Nicholas

CFP® / CFA
Principal, Director of Portfolio Management
CERTIFIED FINANCIAL PLANNER™

Luke joined Allegiant Private Advisors in 2013. He is the Director of Portfolio Management and a member of the firm’s Investment Committee. In this role, he is responsible for using internally-generated research to tailor customized investment portfolios for each client. Prior to joining the firm, Luke graduated from the Honors Program at The University of Florida with a B.S. in Finance. Luke holds his Chartered Financial Analyst® designation and CERTIFIED FINANCIAL PLANNER™ certification.

240 South Pineapple Avenue, Suite 200
Sarasota, Florida 34236
Telephone (941) 365-3745
Toll Free (800) 926-5237

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