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Sam Luke

Strategic Advisers LLC

Coppell, TX

Westlake, TX

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Coppell, TX • United States

One Destiny Way, Westlake, TX 76262-8103 • 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 Llc Westlake TX 05/2021 Present
Wells Fargo Westlake TX 07/2020 05/2021
Fedex Ground Irving TX 05/2020 07/2020
Aeristo Grand Prairie TX 02/2020 04/2020
Amazon Fort Worth TX 10/2019 01/2020
Tcu Center For Instructional Services Fort Worth TX 09/2016 05/2019
C5 Youth Foundation Of Texas Killeen TX 07/2015 08/2019
Texas Christian University Fort Worth TX 08/2015 08/2019
Fidelity Investments Boston MA 03/2025 Present
  • 05/2021 → Present
    Fidelity Investments Llc
    Westlake, TX
  • 07/2020 → 05/2021
    Wells Fargo
    Westlake, TX
  • 05/2020 → 07/2020
    Fedex Ground
    Irving, TX
  • 02/2020 → 04/2020
    Aeristo
    Grand Prairie, TX
  • 10/2019 → 01/2020
    Amazon
    Fort Worth, TX
  • 09/2016 → 05/2019
    Tcu Center For Instructional Services
    Fort Worth, TX
  • 07/2015 → 08/2019
    C5 Youth Foundation Of Texas
    Killeen, TX
  • 08/2015 → 08/2019
    Texas Christian University
    Fort Worth, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-06-23 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-06-03
S63 Uniform Securities Agent State Law Examination 2021-10-04
  • S66 Uniform Combined State Law Examination
    2023-06-03
  • S63 Uniform Securities Agent State Law Examination
    2021-10-04
Other Names
  • Sam Onen Luke
  • Sam Luke

View on SEC IAPD

Other Firms

COLLECTIVE WEALTH ADVISORS LLC
GENEOS WEALTH MANAGEMENT, INC.
INDEPENDENT FINANCIAL GROUP, LLC
OPTIMUS CAPITAL ADVISORS, LLC
MAIN STREET RETIREMENT PLANNING, LLC
RANCHWOOD CAPITAL MANAGEMENT
AMERIPRISE FINANCIAL SERVICES, LLC
VARSITY FINANCIAL GROUP LLC

Other Investors

ROBERT SCOTT MAXWELL
DEWAYNE RAY NELSON
CHEREE RAY BURNETTE
THOMAS RUDOLF PHILIPP
Colton Patrick Shields
KARL EDGAR COLE
JAMES PATRICK GONZALES
JOHN CHRISTIAN GESEK

Other Offices

COLLECTIVE WEALTH ADVISORS LLC · COPPELL, TX
GENEOS WEALTH MANAGEMENT, INC. · COPPELL, TX
INDEPENDENT FINANCIAL GROUP, LLC · COPPELL, TX
OPTIMUS CAPITAL ADVISORS, LLC · COPPELL, TX
MAIN STREET RETIREMENT PLANNING, LLC · COPPELL, TX
RANCHWOOD CAPITAL MANAGEMENT · COPPELL, TX
AMERIPRISE FINANCIAL SERVICES, LLC · Coppell, TX
VARSITY FINANCIAL GROUP LLC · COPPELL, TX

More in Coppell, TX

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