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Luke Dougherty

Strategic Advisers LLC

Orlando, FL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Orlando, FL • 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
Student Wall NJ 11/2012 06/2017
Student St. Augustine FL 06/2017 05/2019
Student Tampa FL 05/2019 05/2021
Metedeconk National Golf Club Jackson NJ 05/2021 08/2021
Fidelity Investments Durham NC 08/2021 Present
Doordash Manasquan NJ 05/2019 08/2021
Fidelity Investments Boston MA 03/2025 Present
  • 11/2012 → 06/2017
    Student
    Wall, NJ
  • 06/2017 → 05/2019
    Student
    St. Augustine, FL
  • 05/2019 → 05/2021
    Student
    Tampa, FL
  • 05/2021 → 08/2021
    Metedeconk National Golf Club
    Jackson, NJ
  • 08/2021 → Present
    Fidelity Investments
    Durham, NC
  • 05/2019 → 08/2021
    Doordash
    Manasquan, NJ
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-08-02 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Durham, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-07-27
S63 Uniform Securities Agent State Law Examination 2022-01-10
  • S66 Uniform Combined State Law Examination
    2022-07-27
  • S63 Uniform Securities Agent State Law Examination
    2022-01-10
Other Names
  • Luke T Dougherty
  • Luke Dougherty

View on SEC IAPD

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