Luke Murphy
Investment adviser representative at Strategic Advisers LLC
12 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
12 years in the industry.
- Strategic Advisers LLCApr 2025 to now
- Fidelity InvestmentsJun 2024 to now
- Lexington RecreationJul 2023 to Aug 2023
- Willis & Smith RealtyDec 2021 to Jan 2022
- Providence CollegeAug 2020 to Jun 2024
- Hayden Recreation CentreJun 2019 to Aug 2022
- Lexington High SchoolJan 2019 to Jun 2019
- Lexington Golf ClubMay 2018 to Aug 2018
- Lexington Bedford Youth HockeyOct 2014 to Jan 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (MA, 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
- 7948332
- Firm CRD
- 104555