Luke Bailey

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

• 04/2019 → 01/2021
  Byuradio
  Provo, UT
• 09/2018 → 04/2019
  Honk Technologies
  Provo, UT
• 08/2017 → 09/2018
  Los Hermanos Mexican Restaurant
  Provo, UT
• 01/2021 → Present
  Fidelity Investments
  American Fork, UT
• 03/2016 → 05/2017
  The Church Of Jesus Christ Of Latter Day Saints
  Provo, UT
• 05/2017 → 08/2017
  Aptive Environmental
  Ft. Lauderdale, FL
• 05/2020 → 09/2020
  Accenagroup
  Orem, UT
• 09/2015 → 12/2020
  Brigham Young Univeristy
  Provo, UT
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-05-12 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Salt Lake City, UT

Exams

• S66 Uniform Combined State Law Examination
  2022-04-29
• S63 Uniform Securities Agent State Law Examination
  2021-05-19

Other Names

• Luke Daniel Bailey
• Luke Bailey