Lucas Maloney
Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
3 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 InvestmentsApr 2022 to now
- UnemployedJan 2022 to Apr 2022
- University of Massachusetts LowellJul 2020 to Dec 2021
- UnemployedMar 2020 to Jul 2020
- Firefly's Bbq (q Cafe LLC)Jul 2018 to Mar 2020
- UnemployedNov 2017 to Jul 2018
- The Vanderbilt Kitchen and Bar (co Restaurant Group LLC)Oct 2017 to Nov 2017
- Compass Group USA, Inc.Jul 2017 to Oct 2017
- The Gallows (henry's Delicatessen)Dec 2016 to Jan 2017
- Banyan Bar + Refuge (rrg LLC)Aug 2015 to Jun 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 3 states (CT, RI, 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
- 7539042
- Firm CRD
- 104555