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Luke Engel

Strategic Advisers LLC

Englewood, CO

Greenwood Village, CO

CRD 8035375

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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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-04-29
TX RA APPROVED 2025-04-29
  • CO RA
    APPROVED
    Since 2025-04-29
  • TX RA
    APPROVED
    Since 2025-04-29

Branch Locations

Englewood, CO • United States

6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • 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
Elevation Digital Media Denver CO 05/2023 01/2025
Taylor University Upland IN 08/2014 05/2017
Fidelity Investments Greenwood Village CO 01/2025 Present
Unemployed Wheaton IL 05/2017 10/2017
High Noon Entertainment Aurora CO 10/2017 11/2024
Luke Engel Englewood CO 10/2017 01/2025
Fcb Global Chicago IL 10/2024 01/2025
  • 05/2023 → 01/2025
    Elevation Digital Media
    Denver, CO
  • 08/2014 → 05/2017
    Taylor University
    Upland, IN
  • 01/2025 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 05/2017 → 10/2017
    Unemployed
    Wheaton, IL
  • 10/2017 → 11/2024
    High Noon Entertainment
    Aurora, CO
  • 10/2017 → 01/2025
    Luke Engel
    Englewood, CO
  • 10/2024 → 01/2025
    Fcb Global
    Chicago, IL
Other Businesses

OBA-116113|OrgNmn:Luke Engel|Org Addr:Englewood,Colorado,US|OBA Nature:Freelance Video Editing|Invst Rel:N|Title:Sole Proprietor|Duties:4-5 hours a week of evening/weekend work|StrtDt:|TotHrs/mon:20|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-04-03
  • S66 Uniform Combined State Law Examination
    2025-04-03
Other Names
  • Luke Engel
  • Luke Douglas Engel

View on SEC IAPD

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