Samantha Raeann Mcdonald-Lucas

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

• 05/2015 → Present
  Fidelity Brokerage Services Llc
  Greenwood Village, CO
• 07/2018 → Present
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2018-07-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Boston, MA
  Greenwood Village, CO
  Aurora, CO
• 2018-05-07 → 2018-07-13
  Strategic Advisers Llc
  Greenwood Village, CO

Other Businesses

OBA-132491|OrgNmn:Flowline Plumbing|Org Addr:Brighton ,Colorado,US|OBA Nature:Plumbing company- small family|Invst Rel:N|Title:Employee|Duties:I will be supporting billing, invoicing, and payroll of our small family owned and operated business|StrtDt:|TotHrs/mon:15|TrdHrs/mon:0|OBA-132498|OrgNmn:Flowline Plumbing|Org Addr:Brighton ,Colorado,US|OBA Nature:Small family owned and operate|Invst Rel:N|Title:Employee|Duties:Supporting commercial contract meetings- attending meetings with companies like fast food chains etc facility managers to sell the company in |StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|OBA-67848|OrgNmn:Mountain Lane Home Healthcare|Org Addr:Castle Roc,Colorado,US|OBA Nature:Home healthcare|Invst Rel:N|Title:Independent Contractor|Duties:Respit care for Brody Lucas- to include but not limited to cooking, cleaning, life skills, etc. |StrtDt:04-15-22|TotHrs/mon:15|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2018-02-23
• S63 Uniform Securities Agent State Law Examination
  2015-07-13

Other Names

• Samantha Raeann Mcdonald
• Samantha Raeann Schmock