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Lucas Budde

Strategic Advisers LLC

Denver, CO

Greenwood Village, CO

CRD 8164552

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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 2026-06-02
TX RA APPROVED 2026-06-02
  • CO RA
    APPROVED
    Since 2026-06-02
  • TX RA
    APPROVED
    Since 2026-06-02

Branch Locations

Denver, 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
Fire Restaurant Denver CO 08/2019 02/2020
Gutter Solutions Orange Park FL 10/2017 09/2018
Total Quality Logistics Denver CO 08/2018 09/2019
Unemployed Denver CO 07/2020 02/2021
Fidelity Investments Greenwood Village CO 09/2025 Present
Homeadvisor Denver CO 02/2020 07/2020
Comedy Works Denver CO 07/2022 06/2025
Men In Kilts Denver CO 04/2025 08/2025
Travelers Haven Denver CO 02/2021 07/2022
Fleming Island High School Orange Park FL 09/2013 10/2017
  • 08/2019 → 02/2020
    Fire Restaurant
    Denver, CO
  • 10/2017 → 09/2018
    Gutter Solutions
    Orange Park, FL
  • 08/2018 → 09/2019
    Total Quality Logistics
    Denver, CO
  • 07/2020 → 02/2021
    Unemployed
    Denver, CO
  • 09/2025 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 02/2020 → 07/2020
    Homeadvisor
    Denver, CO
  • 07/2022 → 06/2025
    Comedy Works
    Denver, CO
  • 04/2025 → 08/2025
    Men In Kilts
    Denver, CO
  • 02/2021 → 07/2022
    Travelers Haven
    Denver, CO
  • 09/2013 → 10/2017
    Fleming Island High School
    Orange Park, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-04-29
  • S66 Uniform Combined State Law Examination
    2026-04-29
Other Names
  • Lucas Budde
  • Lucas Jeffrey Budde

View on SEC IAPD

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