Luke Schmelzer

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

Authority	Category	Status	Date
IN	RA	APPROVED	2025-05-23
KY	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

IN RA
APPROVED

Since 2025-05-23
KY RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

100 Howe Drive, Covington, KY 41015-5000 • United States

Batesville, IN • 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

Organization	City	State	From	To
Turpin High School	Cincinnati	OH	08/2015	05/2019
Ymca	Cincinnati	OH	05/2019	05/2020
Lowe'S	Cincinnati	OH	05/2020	05/2022
Cleveland Research Company	Cleveland	OH	05/2022	08/2022
Fidelity	Covington	KY	08/2023	Present
Xavier University	Cincinnati	OH	08/2019	05/2023
Fidelity Investments	Boston	MA	03/2025	Present

08/2015 → 05/2019

Turpin High School

Cincinnati, OH
05/2019 → 05/2020

Ymca

Cincinnati, OH
05/2020 → 05/2022

Lowe'S

Cincinnati, OH
05/2022 → 08/2022

Cleveland Research Company

Cleveland, OH
08/2023 → Present

Fidelity

Covington, KY
08/2019 → 05/2023

Xavier University

Cincinnati, OH
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2025-02-11 → 2025-03-31

Fidelity Personal And Workplace Advisors

Cincinnati, OH

Covington, KY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-02-04
S63	Uniform Securities Agent State Law Examination	2023-11-28

S66 Uniform Combined State Law Examination

2025-02-04
S63 Uniform Securities Agent State Law Examination

2023-11-28

Other Names

Luke Guy Schmelzer

View on SEC IAPD

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