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Elliott J. Lueck

Strategic Advisers LLC

Greenwood Village, CO

Castle Rock, CO

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • CO RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • United States

Castle Rock, CO • 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 Greenwood Village CO 06/2020 Present
Jimmy Johns Tempe AZ 05/2019 06/2020
Arizona State University Tempe AZ 08/2017 05/2020
Postmates Tempe AZ 06/2019 06/2020
Arizona State University Tempe AZ 05/2018 08/2019
Arizona Soccer Referee Association Tempe AZ 08/2017 04/2020
Stevenson High School Lincolnshire IL 08/2013 05/2017
Illinois Soccer Referee Association Lincolnshire IL 03/2011 08/2017
The Fresh Market Lincolnshire IL 01/2016 08/2018
Fidelity Investments Boston MA 03/2025 Present
  • 06/2020 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 05/2019 → 06/2020
    Jimmy Johns
    Tempe, AZ
  • 08/2017 → 05/2020
    Arizona State University
    Tempe, AZ
  • 06/2019 → 06/2020
    Postmates
    Tempe, AZ
  • 05/2018 → 08/2019
    Arizona State University
    Tempe, AZ
  • 08/2017 → 04/2020
    Arizona Soccer Referee Association
    Tempe, AZ
  • 08/2013 → 05/2017
    Stevenson High School
    Lincolnshire, IL
  • 03/2011 → 08/2017
    Illinois Soccer Referee Association
    Lincolnshire, IL
  • 01/2016 → 08/2018
    The Fresh Market
    Lincolnshire, IL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-04-16 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
Other Businesses

OBA-15560|OrgNmn:DoorDash|Org Addr:Castle Roc,Colorado,US|OBA Nature:Food Delivery|Invst Rel:N|Title:Delivery Driver|Duties:Pick up food and delivery it to customers through the Postmates app|StrtDt:04-01-19|TotHrs/mon:15|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-04-02
S63 Uniform Securities Agent State Law Examination 2020-10-12
  • S66 Uniform Combined State Law Examination
    2021-04-02
  • S63 Uniform Securities Agent State Law Examination
    2020-10-12
Other Names
  • Elliott James Lueck

View on SEC IAPD

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BRENNAN PAUL PATE
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Natalie Ford
DEANNA LEE MEYER
BRENT Allan LEE
Dean Edward Norsworthy
ANDREW T DODDS
DENNIS EDWARD MARSHALL

Other Offices

DODDS WEALTH, LLC · GREENWOOD VILLAGE, CO
MARSHALL INVESTMENT MANAGEMENT, LLC · GREENWOOD VILLAGE, CO
AXS CAPITAL, LLC · GREENWOOD VILLAGE, CO
MORGAN STANLEY · Greenwood Village, CO
RBC CAPITAL MARKETS, LLC · GREENWOOD VILLAGE, CO
LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO
LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO
WESTERN WEALTH MANAGEMENT LLC · Greenwood Village, CO

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