Best Investors Account Sign in

Quoctuan Luu

Strategic Advisers LLC

Annapolis, MD

Washington, DC

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
DC RA APPROVED 2025-03-31
MD RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • DC RA
    APPROVED
    Since 2025-03-31
  • MD RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

1901 Towne Centre Boulevard Suite 135, Annapolis, MD 21401-3047 • United States

Washington, DC • 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
Doordash Inc. Silver Spring MD 07/2021 08/2021
Instacart Silver Spring MD 08/2021 08/2021
The Cheesecake Factory Bethesda MD 09/2021 12/2021
Poke Fresh Ho Chi Minh City 07/2016 02/2020
Unemployed Silver Spring MD 03/2020 06/2021
Unemployed Silver Spring MD 01/2022 05/2022
Fidelity Investments Annapolis MD 06/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2021 → 08/2021
    Doordash Inc.
    Silver Spring, MD
  • 08/2021 → 08/2021
    Instacart
    Silver Spring, MD
  • 09/2021 → 12/2021
    The Cheesecake Factory
    Bethesda, MD
  • 07/2016 → 02/2020
    Poke Fresh
    Ho Chi Minh City
  • 03/2020 → 06/2021
    Unemployed
    Silver Spring, MD
  • 01/2022 → 05/2022
    Unemployed
    Silver Spring, MD
  • 06/2022 → Present
    Fidelity Investments
    Annapolis, MD
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-02-08 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Annapolis, MD
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-02-06
S63 Uniform Securities Agent State Law Examination 2022-10-28
  • S66 Uniform Combined State Law Examination
    2023-02-06
  • S63 Uniform Securities Agent State Law Examination
    2022-10-28
Other Names
  • Quoc Tuan Tran Luu
  • Tuan Luu
  • Quoctuan Luu
  • Quoctuan Tran Luu

View on SEC IAPD

Other Firms

AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
CETERA INVESTMENT ADVISERS LLC
RCS FINANCIAL PLANNING, LLC
MARINER INDEPENDENT
EQUITABLE ADVISORS, LLC
WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES

Other Investors

Robert E Saunders
DONALD WILLIAM COLLETT
LEE DONALD BOLLHORST
JAMES WILSON THOMAS
Stefen Thomas Main
SAMANTHA MARIE LONG
Daniel Maris Beigel
JOSEPH WALLACE DUBINSKI

Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · ANNAPOLIS, MD
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · ANNAPOLIS, MD
CETERA INVESTMENT ADVISERS LLC · Annapolis, MD
RCS FINANCIAL PLANNING, LLC · ANNAPOLIS, MD
AMERIPRISE FINANCIAL SERVICES, LLC · Annapolis, MD
MARINER INDEPENDENT · Annapolis, MD
EQUITABLE ADVISORS, LLC · ANNAPOLIS, MD
WELLS FARGO CLEARING SERVICES, LLC · ANNAPOLIS, MD

More in Annapolis, MD

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor