Maria Luoni is a registered investment advisor, based in Portland, OR, with 28 years of industry experience.
Location
15350 SW Sequoia Parkway, Suite 250, Portland, OR, 97224
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Apw Capital, INC.Broker
September 2025 - Present · 7 mos
Tru Independence Asset Management, LLC
July 2025 - Present · 9 mos
Previous Registrations
Morgan Stanley
February 2025 - May 2025 · 3 mos
Morgan StanleyBroker
February 2025 - May 2025 · 3 mos
Advice and Planning Services
April 2008 - October 2024 · 16 yrs 6 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
March 2008 - October 2024 · 16 yrs 7 mos
Vanguard Marketing CorporationBroker
July 2003 - February 2008 · 4 yrs 7 mos
Charles Schwab & CO., INC.
October 2002 - February 2003 · 4 mos
Charles Schwab & CO., INC.Broker
October 2002 - February 2003 · 4 mos
Buckhorn Capital Management LLC
September 2002 - October 2002 · 1 mo
First Union Securities, INC.Broker
October 2000 - October 2001 · 1 yr
First Union Brokerage Services, INC.Broker
July 1995 - October 2000 · 5 yrs 3 mos
State Registrations1 state
NC
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.