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Luke J. Pergola

Strategic Advisers LLC

New Haven, CT

Harwinton, CT

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

265 Church St One Century Tower, New Haven, CT 06510-7013 • United States

Harwinton, CT • 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
Connecticut Business & Industry Association Hartford CT 12/2017 02/2019
Dwh Landscaping Torrington CT 06/2014 02/2019
Barron & Co. Torrington CT 12/2016 04/2017
Unemployed Torrington CT 08/2016 11/2016
Unemployed Torrington CT 05/2017 11/2017
Unemployed Torrington CT 03/2019 06/2019
Equitable Advisors, Llc New York NY 07/2019 04/2021
Barron Financial Group, Llp Torrington CT 04/2021 06/2023
Fidelity Investments Harwinton CT 06/2023 Present
Central Connecticut State University New Britain CT 09/2017 05/2020
Northwestern Connecticut Community College Winsted CT 09/2015 05/2017
Fidelity Investments Boston MA 03/2025 Present
  • 12/2017 → 02/2019
    Connecticut Business & Industry Association
    Hartford, CT
  • 06/2014 → 02/2019
    Dwh Landscaping
    Torrington, CT
  • 12/2016 → 04/2017
    Barron & Co.
    Torrington, CT
  • 08/2016 → 11/2016
    Unemployed
    Torrington, CT
  • 05/2017 → 11/2017
    Unemployed
    Torrington, CT
  • 03/2019 → 06/2019
    Unemployed
    Torrington, CT
  • 07/2019 → 04/2021
    Equitable Advisors, Llc
    New York, NY
  • 04/2021 → 06/2023
    Barron Financial Group, Llp
    Torrington, CT
  • 06/2023 → Present
    Fidelity Investments
    Harwinton, CT
  • 09/2017 → 05/2020
    Central Connecticut State University
    New Britain, CT
  • 09/2015 → 05/2017
    Northwestern Connecticut Community College
    Winsted, CT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-09-06 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Harwinton, CT
  • 2021-04-28 → 2023-06-01
    Barron Financial Group, Llp
    Torrington, CT
    Torrington, CT
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2023-08-14
S66 Uniform Combined State Law Examination 2021-04-24
  • S63 Uniform Securities Agent State Law Examination
    2023-08-14
  • S66 Uniform Combined State Law Examination
    2021-04-24
Other Names
  • Luke Pergola
  • Luke John Pergola

View on SEC IAPD

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MARC A. CIOCIOLA
DAVID LEWIS KING
Wiktor Wozniak

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LPL FINANCIAL LLC · NEW HAVEN, CT
RAYMOND JAMES & ASSOCIATES, INC. · NEW HAVEN, CT
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · NEW HAVEN, CT
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