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Lucas Wise

Strategic Advisers LLC

Covington, KY

Newport, KY

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

100 Howe Drive, Covington, KY 41015-5000 • United States

Newport, KY • 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
Little Daves Roadhouse Crestwood KY 01/2016 11/2016
Total Quality Logistics Earlanger KY 07/2017 07/2018
Polymer Logistics Cincinnati OH 08/2018 12/2018
Fuel Nku Highland Heights KY 08/2019 05/2021
Sp Plus Cincinnati OH 01/2019 08/2019
Amazon Hebron KY 11/2020 12/2020
Road Id Covington KY 06/2020 12/2020
Fidelity Investments Covington KY 08/2021 Present
Impact Group Newport KY 03/2021 08/2021
Wilder Winlectric Wilder KY 01/2017 06/2017
Fidelity Investments Boston MA 03/2025 Present
  • 01/2016 → 11/2016
    Little Daves Roadhouse
    Crestwood, KY
  • 07/2017 → 07/2018
    Total Quality Logistics
    Earlanger, KY
  • 08/2018 → 12/2018
    Polymer Logistics
    Cincinnati, OH
  • 08/2019 → 05/2021
    Fuel Nku
    Highland Heights, KY
  • 01/2019 → 08/2019
    Sp Plus
    Cincinnati, OH
  • 11/2020 → 12/2020
    Amazon
    Hebron, KY
  • 06/2020 → 12/2020
    Road Id
    Covington, KY
  • 08/2021 → Present
    Fidelity Investments
    Covington, KY
  • 03/2021 → 08/2021
    Impact Group
    Newport, KY
  • 01/2017 → 06/2017
    Wilder Winlectric
    Wilder, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-02-28 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-02-07
S63 Uniform Securities Agent State Law Examination 2022-01-07
  • S66 Uniform Combined State Law Examination
    2023-02-07
  • S63 Uniform Securities Agent State Law Examination
    2022-01-07
Other Names
  • Lucas Michael Wise
  • Lucas Wise

View on SEC IAPD

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ALEX CHISHOLM
CHRISTOPHER M HATFIELD
JOSEPH D QUIGLEY
BERNARD WILLIAM WESSELMAN
DUSTIN WATKINS
TIMOTHY J WALLIN
JAIME MARIE LANHAM
DONALD W STEWART

Other Offices

STRATEGIC ADVISERS LLC · COVINGTON, KY
STRATEGIC ADVISERS LLC · COVINGTON, KY
PNC WEALTH MANAGEMENT LLC · FORT MITCHELL, KY
STATE FARM INVESTMENT MANAGEMENT CORP. · Fort Mitchell, KY
ROBERT W. BAIRD & CO. INCORPORATED · Fort Wright, KY
EP WEALTH ADVISORS · Fort Wright, KY
DEAN DORTON WEALTH MANAGEMENT, LLC · FORT WRIGHT, KY
EP WEALTH ADVISORS · FORT WRIGHT, KY

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