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Luc Patrick Mackenzie

Strategic Advisers LLC

Beaverton, OR

Hillsboro, OR

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

2785 Sw Cedar Hills Blvd, Beaverton, OR 97005-1344 • United States

Hillsboro, OR • 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
Fidelity Investments Portland OR 01/2020 Present
Flux Resources Lake Oswego OR 06/2019 12/2019
Buckeye International Clackamas OR 05/2018 05/2019
Johnson Service Group Spokane WA 05/2017 05/2018
Gonzaga University Spokane WA 08/2017 05/2018
Gonzaga University Athletics Spokane WA 08/2014 08/2017
Fidelity Investments Boston MA 03/2025 Present
  • 01/2020 → Present
    Fidelity Investments
    Portland, OR
  • 06/2019 → 12/2019
    Flux Resources
    Lake Oswego, OR
  • 05/2018 → 05/2019
    Buckeye International
    Clackamas, OR
  • 05/2017 → 05/2018
    Johnson Service Group
    Spokane, WA
  • 08/2017 → 05/2018
    Gonzaga University
    Spokane, WA
  • 08/2014 → 08/2017
    Gonzaga University Athletics
    Spokane, WA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-11-25 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Beaverton, OR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-11-17
S63 Uniform Securities Agent State Law Examination 2020-05-27
  • S65 Uniform Investment Adviser Law Examination
    2020-11-17
  • S63 Uniform Securities Agent State Law Examination
    2020-05-27
Designations

View on SEC IAPD

Other Firms

MAIN AVENUE FINANCIAL SERVICES, LLC
ELDON REESE ADVISORY GROUP
CONLEY, WILLIAM J.
SCOUT ASSET MANAGEMENT
OPTIMUM CAPITAL STRATEGIES
TRANSAMERICA FINANCIAL ADVISORS, LLC
EAGLE STRATEGIES LLC
OSAIC WEALTH, INC.

Other Investors

ANDREW DIBBRILL JAMISON
JEFFREY ADOLPH BLOCH
DUANE ELDON BOLINGER
Spencer Gary Dickinson
BLAINE EVANS BURNETT
WILLIAM JOSEPH CONLEY
Tyler Spencer Hilligoss
GUERLLAMO MARK JIMENEZ

Other Offices

MAIN AVENUE FINANCIAL SERVICES, LLC · BEAVERTON, OR
ELDON REESE ADVISORY GROUP · BEAVERTON, OR
CONLEY, WILLIAM J. · BEAVERTON, OR
SCOUT ASSET MANAGEMENT · BEAVERTON, OR
OPTIMUM CAPITAL STRATEGIES · BEAVERTON, OR
TRANSAMERICA FINANCIAL ADVISORS, LLC · BEAVERTON, OR
EAGLE STRATEGIES LLC · BEAVERTON, OR
OSAIC WEALTH, INC. · BEAVERTON, OR

More in Beaverton, OR

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