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Trevor Tremaine Lucky

Strategic Advisers LLC

Westlake, TX

Mckinney, 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

One Destiny Way, Westlake, TX 76262-8103 • United States

Mckinney, TX • 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
Liberty Tax Service Denton TX 09/2013 12/2018
University Of Texas At Austin Austin TX 08/2014 08/2019
Fidelity Brokerage Services Llc Westlake TX 10/2019 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2013 → 12/2018
    Liberty Tax Service
    Denton, TX
  • 08/2014 → 08/2019
    University Of Texas At Austin
    Austin, TX
  • 10/2019 → Present
    Fidelity Brokerage Services Llc
    Westlake, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-03-24 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-03-22
S63 Uniform Securities Agent State Law Examination 2020-01-17
  • S66 Uniform Combined State Law Examination
    2021-03-22
  • S63 Uniform Securities Agent State Law Examination
    2020-01-17
Other Names
  • Trevor Tremaine Lucky
  • Trevor Lucky

View on SEC IAPD

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Other Offices

STRATEGIC ADVISERS LLC · WESTLAKE, TX
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC · WESTLAKE, TX
EDWARD JONES · Westlake, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Trophy Club, TX
LPL FINANCIAL LLC · TROPHY CLUB, TX
ADVISOR RESOURCE COUNCIL · Trophy Club, TX
EDWARD JONES · TROPHY CLUB, TX
CHARLES SCHWAB & CO., INC. · Westlake, TX

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