Luke Edward Howe

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

• 04/2014 → 07/2023
  Guggenheim Funds Distributors, Llc
  Lisle, IL
• 08/2023 → Present
  Fidelity Investments
  Schaumburg, IL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2025-01-06 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Chicago, IL
  Schaumburg, IL
• 2009-11-10 → 2010-11-02
  Edward Jones
  Chicago, IL
  Park Ridge, IL
  St Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2024-12-19

Other Names

• Luke Howe
• Luke Edward Howe