Skip to content

Luke Anthony Tabler

Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
3 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business

Are you Luke Anthony Tabler? Claim your profile

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.

  1. Strategic Advisers LLCMar 2025 to now
  2. Fidelity InvestmentsMay 2022 to now
  3. Target CorporationNov 2021 to Jan 2022
  4. Merkle Lawn CareMay 2021 to Aug 2021
  5. AmazonDec 2020 to Dec 2020
  6. Sunglass HutJan 2020 to Dec 2021
  7. Thomas More UniversityAug 2019 to May 2022
  8. Sharps Valet ServicesDec 2018 to May 2021
  9. Eli's Sports Bar and GrillJan 2017 to Feb 2017
  10. Stephen T. Badin HighschoolAug 2015 to May 2019
  11. A.K Butler ServicesJun 2015 to Mar 2020

Exams passed

  • Series 63 · Uniform Securities Agent State Law2022
  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 3 states (KY, OH, 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
7567921
Firm CRD
104555
Advisor's SEC record (opens in a new tab)
CallContact this firm