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Patrick Lukert

Strategic Advisers LLC

Westchase, FL

CRD 7472654

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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
FL RA APPROVED 2026-02-13
TX RA APPROVED 2025-03-31
  • FL RA
    APPROVED
    Since 2026-02-13
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Westchase, FL • 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
Morgan Stanley Temple Terrace FL 09/2022 01/2023
New York Life Insurance Company Saddle Brook NJ 10/2021 05/2022
Uber Technologies Tampa FL 03/2020 09/2021
Sacred Heart University Fairfield CT 08/2016 06/2021
Associate Staffing 12653 Telecom Drive FL 08/2022 09/2022
Fidelity Investments Brooklyn NY 10/2023 Present
Uber Technologies Llc Tampa FL 02/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2022 → 01/2023
    Morgan Stanley
    Temple Terrace, FL
  • 10/2021 → 05/2022
    New York Life Insurance Company
    Saddle Brook, NJ
  • 03/2020 → 09/2021
    Uber Technologies
    Tampa, FL
  • 08/2016 → 06/2021
    Sacred Heart University
    Fairfield, CT
  • 08/2022 → 09/2022
    Associate Staffing
    12653 Telecom Drive, FL
  • 10/2023 → Present
    Fidelity Investments
    Brooklyn, NY
  • 02/2023 → Present
    Uber Technologies Llc
    Tampa, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-11-29 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Brooklyn, NY
  • 2022-10-19 → 2023-02-16
    Morgan Stanley
    Tampa, FL
Other Businesses

OBA-103610|OrgNmn:Uber Technologies LLC|Org Addr:San Franci,California,US|OBA Nature:Rideshare|Invst Rel:N|Title:Driver|Duties:Adhere to Uber code of conduct.|StrtDt:|TotHrs/mon:5|TrdHrs/mon:0|OBA-103612|OrgNmn:Mercari|Org Addr:Palo Alto,California,US|OBA Nature:Consumer Goods|Invst Rel:N|Title:Seller/Buyer|Duties:Adhere to Mercari Code of Conduct.|StrtDt:|TotHrs/mon:2|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-09-01
  • S66 Uniform Combined State Law Examination
    2022-09-01
Other Names
  • Patrick Lukert
  • Patrick Anthony Lukert

View on SEC IAPD

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