Luke A Williams
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 InvestmentsMar 2025 to now
- Fidelity Brokerage Services LLCNov 2024 to now
- Ameriprise Financial Services, LLCJul 2022 to Nov 2024
- American Professional AmbulanceOct 2021 to Jul 2022
- UnemployedApr 2021 to Oct 2021
- Northstar California ResortNov 2020 to Apr 2021
- UnemployedMar 2020 to Nov 2020
- Palisades TahoeNov 2019 to Mar 2020
- Ovation MedicalAug 2019 to Nov 2019
- University of California, Santa BarbaraSep 2017 to Aug 2019
- Santa Barbara City CollegeAug 2015 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7604383
- Firm CRD
- 104555