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Thomas Andrew Lucash

Strategic Advisers LLC

Plymouth, WI

Brookfield, WI

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-03-31
WI RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31
  • WI RA
    APPROVED
    Since 2025-03-31

Branch Locations

Plymouth, WI • United States

600 N Barker Road, Brookfield, WI 53045-5982 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
New York Life Investment Management Llc Parsippany NJ 07/2005 11/2018
Fidelity Brokerage Services Llc Brookfield WI 01/2019 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2005 → 11/2018
    New York Life Investment Management Llc
    Parsippany, NJ
  • 01/2019 → Present
    Fidelity Brokerage Services Llc
    Brookfield, WI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2019-01-31 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Brookfield, WI
  • 2010-01-13 → 2018-12-06
    Eagle Strategies Llc
    New York, NY
    Scottsdale, AZ
    Plymouth, WI
  • 2005-07-18 → 2010-01-13
    New York Life Investment Management Llc
    Parsippany, NJ
    New York, NY
  • 2004-01-05 → 2004-10-29
    Morgan Stanley Dw Inc.
    Warren, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-01-02
  • S66 Uniform Combined State Law Examination
    2004-01-02
Designations
Other Names
  • Thomas A Lucash
  • Thomas Lucash

View on SEC IAPD

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