Lukas T Graham

Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
GA	RA	APPROVED	2025-03-31
TX	RA	APPROVED_RES	2025-03-31

GA RA
APPROVED

Since 2025-03-31
TX RA
APPROVED_RES

Since 2025-03-31

Branch Locations

Roswell, GA • United States

3630 Peachtree Road Ne Suite 100 - 900, Atlanta, GA 30326-1568 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Fidelity Investments	Atlanta	GA	08/2011	Present
Fidelity Personal And Workplace Advisors	Boston	MA	07/2018	Present
Fidelity Investments	Boston	MA	03/2025	Present

08/2011 → Present

Fidelity Investments

Atlanta, GA
07/2018 → Present

Fidelity Personal And Workplace Advisors

Boston, MA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2018-07-13 → 2025-03-31

Fidelity Personal And Workplace Advisors

Boston, MA

Roswell, GA

Atlanta, GA
2011-09-15 → 2018-07-13

Strategic Advisers Llc

Dunwoody, GA

Atlanta, GA

Atlanta, GA

Atlanta, GA
2010-07-21 → 2011-08-08

Td Ameritrade, Inc.

Cincinnati, OH
2010-07-21 → 2011-08-08

Td Ameritrade Investment Management, Llc

Cincinnati, OH
2009-07-08 → 2009-10-27

Lpl Financial Llc

Cincinnati, OH
2008-07-22 → 2009-06-25

Strategic Advisers Llc

Atlanta, GA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2008-06-18
S63	Uniform Securities Agent State Law Examination	2006-09-20

S65 Uniform Investment Adviser Law Examination

2008-06-18
S63 Uniform Securities Agent State Law Examination

2006-09-20

Other Names

Lukas T Graham
Lukas Thompson Graham

View on SEC IAPD