Lucas Loc Thai
Investment adviser representative at Strategic Advisers LLC
9 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
9 years in the industry.
- Strategic Advisers LLCJan 2026 to now
- Fidelity InvestmentsOct 2025 to now
- Luminous Motions LLCSep 2024 to Oct 2025
- Highbeam, LLCSep 2024 to Sep 2024
- J.P. Morgan Securities LLCJun 2023 to Oct 2025
- JPMorgan Chase Bank NAJun 2023 to Oct 2025
- Lights EnterprisesSep 2022 to Oct 2025
- Keypoint Credit UnionApr 2022 to May 2023
- Wells Fargo BankNov 2021 to Mar 2022
- Jvnl TransportationsJul 2021 to Oct 2025
- UnemployedApr 2021 to Jul 2021
- Allied UniversalJun 2018 to Apr 2021
- O'reilly's Auto PartsJan 2018 to Jun 2018
- UnemployedAug 2017 to Jan 2018
- Stein-martFeb 2017 to Aug 2017
- UnemployedApr 2016 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2026
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
- 7774051
- Firm CRD
- 104555