Luke Sullivan

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

• 08/2014 → 08/2020
  Bed Bath & Beyond
  Grand Rapids, MI
• 08/2020 → Present
  Fidelity Investments
  Grand Blanc, MI
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-04-18 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Grand Blanc, MI

Exams

• S66 Uniform Combined State Law Examination
  2022-03-10
• S63 Uniform Securities Agent State Law Examination
  2021-01-04

Other Names

• Luke Sullivan
• Luke Charles Sullivan