Luke Thomas Brown
Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJun 2021 to now
- Mass Mutual Life Insurance Co.Mar 2021 to May 2021
- MML Investors ServicesMar 2021 to May 2021
- Bank of America, N.A.Mar 2020 to Feb 2021
- Merrill, Lynch, Pierce, Fenner & Smith Inc.Feb 2020 to Feb 2021
- J. CrewNov 2018 to Jan 2020
- Elwood Staffing AgencyNov 2018 to Jan 2019
- AttainxApr 2018 to Sep 2018
- Pfs Investments Inc.Oct 2016 to Mar 2020
- Liberty UniversityAug 2015 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6723609
- Firm CRD
- 104555