Luke Miller
Investment adviser representative at Strategic Advisers LLC
14 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
14 years in the industry.
- Strategic Advisers LLCMay 2026 to now
- Fidelity InvestmentsJul 2023 to now
- Ezra Lee Design and BuildJul 2021 to Jul 2023
- Thurl Bailey BasketballApr 2021 to Jul 2021
- DoordashNov 2020 to Apr 2021
- Chandler Gilbert Community CollegeOct 2020 to Apr 2021
- PostmatesOct 2020 to Oct 2020
- UnemployedMar 2017 to Oct 2020
- American Leadership AcademyMar 2017 to Aug 2018
- Bona VitaNov 2016 to Mar 2017
- Skyridge High SchoolOct 2016 to Mar 2017
- UnemployedApr 2012 to Nov 2016
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 (TX, UT).
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
- 7788006
- Firm CRD
- 104555