Lucas Eastburn
Investment adviser representative at Strategic Advisers LLC
10 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
10 years in the industry.
- Strategic Advisers LLCSep 2025 to now
- Fidelity InvestmentsJul 2025 to now
- UnemployedMay 2025 to Jul 2025
- Sierra Native AllianceOct 2024 to Oct 2024
- Sierra Native AllianceJun 2024 to Jun 2024
- Sierra Native AllianceJun 2023 to Jun 2023
- Equitable AdvisorsMay 2023 to May 2025
- Sierra Native AllianceJun 2022 to Jun 2022
- Chico State University HousingOct 2021 to May 2023
- UnemployedMay 2020 to Oct 2021
- Chico State University HousingAug 2018 to May 2020
- Fats Asian Bistro FolsomAug 2016 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
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
- 7794111
- Firm CRD
- 104555