Luke Pergola
Advisor at Fidelity
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Fidelity
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Fidelity
Location
New Haven, CT 06510-7013
Credentials
Series 63, Series 66
Industry experience
6 years
Luke Pergola is an Investment Consultant at Fidelity Investments, where he works with individuals and families to design investment plans aligned with their personal values and goals. He emphasizes listening and collaboration to build strategies supported by open communication, clarity, and trust.
Luke's professional experience includes roles as a High Net Worth Service Associate at Fidelity Investments from 2023 to 2024, an Investment Advisor Representative at Barron Financial Group from 2021 to 2023, and a Financial Representative at Equitable from 2019 to 2021. This background provides him with a broad perspective on financial advising and investment planning.
Outside of his professional work, Luke enjoys activities such as exploring food, attending social events with friends, listening to music, outdoor adventures, and playing tennis.
Fidelity Investments
2025 - Present (1 year)
fidelity Investments
2023 - Present (3 years)
Barron Financial Group, LLP
2021 - 2023 (2 years)
Equitable Advisors, LLC
2019 - 2021 (2 years)
UnEmployed
2019 - 2019 (1 year)
Connecticut Business & Industry Association
2017 - 2019 (2 years)
Central Connecticut State University
2017 - 2020 (3 years)
UnEmployed
2017 - 2017 (1 year)
Barron & Co.
2016 - 2017 (1 year)
UnEmployed
2016 - 2016 (1 year)
Northwestern Connecticut Community College
2015 - 2017 (2 years)
DWH Landscaping
2014 - 2019 (5 years)
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