Dillon Lucero
Investment adviser representative at Strategic Advisers LLC
10 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
10 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJun 2022 to now
- J.P. Morgan Securities LLCJun 2021 to May 2022
- JPMorgan Chase Bank, N.A.Jun 2021 to May 2022
- UnemployedMar 2021 to May 2021
- AmazonOct 2020 to Feb 2021
- Lone Star Logistics and DeliveryOct 2020 to Feb 2021
- Home DepotAug 2020 to Sep 2020
- UnemployedApr 2020 to Jul 2020
- Ross StoresOct 2019 to Nov 2019
- Moviehouse and EateryJul 2019 to Mar 2020
- UnemployedJul 2018 to Jun 2019
- Olive GardenNov 2017 to Jun 2018
- CheddarsNov 2017 to Dec 2017
- PluckersJul 2017 to Oct 2017
- UnemployedMar 2017 to Jun 2017
- UnemployedNov 2016 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
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
- 7407750
- Firm CRD
- 104555