Lucas Maloney

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

• 04/2022 → Present
  Fidelity Investments
  Smithfield, RI
• 01/2022 → 04/2022
  Unemployed
  Worcester, MA
• 07/2020 → 12/2021
  University Of Massachusetts Lowell
  Worcester, MA
• 03/2020 → 07/2020
  Unemployed
  Worcester, MA
• 07/2018 → 03/2020
  Firefly's Bbq (Q Cafe Llc)
  Marlborough, MA
• 11/2017 → 07/2018
  Unemployed
  Jamaica Plain/ Ashland, MA
• 10/2017 → 11/2017
  The Vanderbilt Kitchen And Bar (Co Restaurant Group Llc)
  Boston, MA
• 07/2017 → 10/2017
  Compass Group Usa, Inc.
  Auburndale, MA
• 12/2016 → 01/2017
  The Gallows (Henry's Delicatessen)
  Boston, MA
• 08/2015 → 06/2017
  Banyan Bar + Refuge (Rrg Llc)
  Boston, MA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-08-14 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Smithfield, RI

Exams

• S66 Uniform Combined State Law Examination
  2023-08-07
• S63 Uniform Securities Agent State Law Examination
  2022-08-09

Other Names

• Lucas Brendan Maloney
• Lucas Maloney