Luke Alexander Mckinney

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

• 09/2020 → 11/2021
  Equitable Advisors, Llc
  Raleigh, NC
• 05/2020 → 09/2020
  Unemployed
  Raleigh, NC
• 02/2018 → 05/2020
  Nc State University Wellness & Recreation
  Raleigh, NC
• 05/2019 → 07/2019
  Fastenal
  Clayton, NC
• 05/2015 → 12/2018
  Ymca Camp Weaver
  Greensboro, NC
• 08/2016 → 05/2020
  Nc State University
  Raleigh, NC
• 12/2021 → 01/2022
  Unemployed
  Morrisville, NC
• 01/2022 → 11/2022
  Raleigh Wealth Solutions
  Cary, NC
• 11/2022 → 02/2023
  Unemployed
  Raleigh, NC
• 02/2023 → Present
  Fidelity Investments
  Durham, NC
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-03-30 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Durham, NC
• 2020-10-06 → 2021-12-01
  Equitable Advisors, Llc
  Raleigh, NC

Exams

• S66 Uniform Combined State Law Examination
  2020-08-07

Other Names

• Luke Mckinney
• Luke Alexander Mckinney