Luke M. Losik

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

• 04/2011 → Present
  Fidelity Brokerage Services, Llc
  Jacksonville, FL
• 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
  Orange, OH
  Chagrin Falls, OH
• 2013-02-06 → 2018-07-13
  Strategic Advisers Llc
  Jacksonville, FL
  Alexandria, VA

Other Businesses

OBA-61648|OrgNmn:Tanglewood Board of Trustees|Org Addr:Chagrin Fa,Ohio,US|OBA Nature:Home Owners Association Board |Invst Rel:N|Title:Board of Trustee President|Duties:Oversee the entire board, help it run efficiently and effectively|StrtDt:09-01-21|TotHrs/mon:8|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2013-01-28
• S63 Uniform Securities Agent State Law Examination
  2011-08-16

Other Names

• Luke Michael Losik