Luke Dow
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 LLCJul 2026 to now
- Fidelity InvestmentsJan 2026 to now
- UnemployedNov 2025 to Dec 2025
- New York LifeSep 2025 to Oct 2025
- Sandbar Jetties BeachMay 2025 to Aug 2025
- Straight Wharf FishMay 2025 to Aug 2025
- Straight Wharf FishJun 2024 to Aug 2024
- Sandbar Jetties BeachMay 2024 to Aug 2024
- Madaket MilliesMay 2023 to Aug 2023
- Madaket MarineMay 2022 to Aug 2022
- University of Colorado BoulderAug 2021 to May 2025
- Mattapoisett BoatyardApr 2021 to Aug 2021
- Native StructuresJun 2020 to Mar 2021
- Northfield Mount HermonSep 2017 to May 2020
- Moses BrownSep 2015 to Jun 2017
- UnemployedMay 2015 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 8169832
- Firm CRD
- 104555