Luke A Williams

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

• 07/2022 → 11/2024
  Ameriprise Financial Services, Llc
  Simi Valley, CA
• 10/2021 → 07/2022
  American Professional Ambulance
  Van Nuys, CA
• 11/2020 → 04/2021
  Northstar California Resort
  Truckee, CA
• 04/2021 → 10/2021
  Unemployed
  Truckee, CA
• 11/2019 → 03/2020
  Palisades Tahoe
  Olympic Valley, CA
• 08/2019 → 11/2019
  Ovation Medical
  Agoura Hills, CA
• 09/2017 → 08/2019
  University Of California, Santa Barbara
  Santa Barbara, CA
• 08/2015 → 09/2017
  Santa Barbara City College
  Santa Barbara, CA
• 03/2020 → 11/2020
  Unemployed
  Truckee, CA
• 11/2024 → Present
  Fidelity Brokerage Services Llc
  Woodland Hills, CA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-12-12 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Woodland Hills, CA
• 2024-03-20 → 2024-11-07
  Ameriprise Financial Services, Llc
  Simi Valley, CA

Exams

• S66 Uniform Combined State Law Examination
  2024-03-19

Other Names

• Luke Arthur Williams