Luke J. Pergola

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• 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