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Lucas Bray

Strategic Advisers LLC

Covington, KY

Independence, 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
  • KY RA
    APPROVED
    Since 2025-03-31

Branch Locations

100 Magellan Way, Covington, KY 41015-1987 • United States

Independence, 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
Fidelity Investments Covington KY 07/2017 06/2019
The Christ Hospital Health Network Cincinnati OH 01/2015 01/2017
University Of Cincinnati Cincinnati OH 08/2016 05/2017
Great American Advisors, Inc. Cincinnati OH 07/2019 01/2023
Great American Insurance Group Cincinnati OH 07/2019 01/2023
Fidelity Investments Covington KY 02/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2017 → 06/2019
    Fidelity Investments
    Covington, KY
  • 01/2015 → 01/2017
    The Christ Hospital Health Network
    Cincinnati, OH
  • 08/2016 → 05/2017
    University Of Cincinnati
    Cincinnati, OH
  • 07/2019 → 01/2023
    Great American Advisors, Inc.
    Cincinnati, OH
  • 07/2019 → 01/2023
    Great American Insurance Group
    Cincinnati, OH
  • 02/2023 → Present
    Fidelity Investments
    Covington, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-03-09
S63 Uniform Securities Agent State Law Examination 2018-12-14
  • S66 Uniform Combined State Law Examination
    2020-03-09
  • S63 Uniform Securities Agent State Law Examination
    2018-12-14
Other Names
  • Lucas Terry Bray
  • Lucas Bray
  • Luke Terry Bray

View on SEC IAPD

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Other Offices

STRATEGIC ADVISERS LLC · COVINGTON, KY
STRATEGIC ADVISERS LLC · COVINGTON, KY
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