Lucas Brown
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 LLCFeb 2026 to now
- Fidelity InvestmentsOct 2025 to now
- JP Morgan ChaseSep 2025 to Sep 2025
- San Francisco 49ersJul 2025 to Oct 2025
- California State University East BaySep 2023 to Oct 2025
- Pierson Building CenterJun 2023 to Aug 2023
- UnemployedAug 2022 to Jun 2023
- Rd Olson Manufacturing Inc.Jun 2022 to Aug 2022
- UnemployedAug 2021 to Jun 2022
- DoordashSep 2020 to Aug 2021
- UnemployedAug 2019 to Sep 2020
- Wahkiakum Health and Human ServicesMay 2018 to Jun 2019
- Julia Butler Hansen Municipal Swimming PoolMay 2017 to Aug 2019
- Lower Columbia Umpire AssociationMay 2016 to Sep 2017
Exams passed
- 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
- 8179091
- Firm CRD
- 104555