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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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-07-23
TX RA APPROVED 2026-07-23
  • CO RA
    APPROVED
    Since 2026-07-23
  • TX RA
    APPROVED
    Since 2026-07-23

Branch Locations

Denver, CO • United States

6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • 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
Sandbar Jetties Beach Nantucket MA 05/2025 08/2025
Straight Wharf Fish Nantucket MA 05/2025 08/2025
Straight Wharf Fish Nantucket MA 06/2024 08/2024
Moses Brown Providence RI 09/2015 06/2017
Unemployed Denver CO 11/2025 12/2025
Sandbar Jetties Beach Nantucket MA 05/2024 08/2024
Madaket Millies Nantucket MA 05/2023 08/2023
Native Structures Providence RI 06/2020 03/2021
Mattapoisett Boatyard Mattapoisett MA 04/2021 08/2021
Fidelity Investments Greenwood Village CO 01/2026 Present
Madaket Marine Nantucket MA 05/2022 08/2022
Unemployed Providence RI 05/2015 05/2020
Northfield Mount Hermon Gill MA 09/2017 05/2020
New York Life Denver CO 09/2025 10/2025
University Of Colorado Boulder Boulder CO 08/2021 05/2025
  • 05/2025 → 08/2025
    Sandbar Jetties Beach
    Nantucket, MA
  • 05/2025 → 08/2025
    Straight Wharf Fish
    Nantucket, MA
  • 06/2024 → 08/2024
    Straight Wharf Fish
    Nantucket, MA
  • 09/2015 → 06/2017
    Moses Brown
    Providence, RI
  • 11/2025 → 12/2025
    Unemployed
    Denver, CO
  • 05/2024 → 08/2024
    Sandbar Jetties Beach
    Nantucket, MA
  • 05/2023 → 08/2023
    Madaket Millies
    Nantucket, MA
  • 06/2020 → 03/2021
    Native Structures
    Providence, RI
  • 04/2021 → 08/2021
    Mattapoisett Boatyard
    Mattapoisett, MA
  • 01/2026 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 05/2022 → 08/2022
    Madaket Marine
    Nantucket, MA
  • 05/2015 → 05/2020
    Unemployed
    Providence, RI
  • 09/2017 → 05/2020
    Northfield Mount Hermon
    Gill, MA
  • 09/2025 → 10/2025
    New York Life
    Denver, CO
  • 08/2021 → 05/2025
    University Of Colorado Boulder
    Boulder, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-06-29
  • S66 Uniform Combined State Law Examination
    2026-06-29
Other Names
  • Luke Madaket Dow
  • Luke Dow

View on SEC IAPD

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