William E. Lukow

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2009 → Present
  Fidelity Brokerage Services, Llc
  Atlanta, GA
• 07/2018 → Present
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2018-07-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Boston, MA
  Santa Rosa Beach, FL
  Germantown, TN
• 2009-09-01 → 2018-07-13
  Strategic Advisers Llc
  Dunwoody, GA
  Atlanta, GA
• 2007-01-05 → 2007-10-08
  Citigroup Global Markets Inc.
  Atlanta, GA

Other Businesses

OBA-119447|OrgNmn:That's My Ride|Org Addr:Billerica,Massachuse,US|OBA Nature:Turo Car Rental|Invst Rel:N|Title:Partner|Duties:Manage process of renting and returning cars|StrtDt:|TotHrs/mon:10|TrdHrs/mon:2|OBA-64891|OrgNmn:30a Swag Bags|Org Addr:Santa Rosa,Florida,US|OBA Nature:Customized gift bags|Invst Rel:N|Title:Partner|Duties:5% member of LLC. No active duties and obligations. |StrtDt:11-15-21|TotHrs/mon:5|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2006-12-21

Other Names

• Will Lukow
• Will E Lukow
• William Edward Lukow