Luke Thomas Brown

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

• 10/2016 → 03/2020
  Pfs Investments Inc.
  Midlothian, VA
• 08/2015 → 05/2018
  Liberty University
  Lynchburg, VA
• 11/2018 → 01/2019
  Elwood Staffing Agency
  Forest, VA
• 04/2018 → 09/2018
  Attainx
  Herndon, VA
• 02/2020 → 02/2021
  Merrill, Lynch, Pierce, Fenner & Smith Inc.
  Lynchburg, VA
• 11/2018 → 01/2020
  J. Crew
  Lynchburg, VA
• 03/2020 → 02/2021
  Bank Of America, N.A.
  Lynchburg, VA
• 03/2021 → 05/2021
  Mass Mutual Life Insurance Co.
  Glen Allen, VA
• 03/2021 → 05/2021
  Mml Investors Services
  Glen Allen, VA
• 06/2021 → Present
  Fidelity Investments
  Lynchburg, VA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-08-06 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Covington, KY
• 2021-03-08 → 2021-05-11
  Mml Investors Services, Llc
  Glen Allen, VA
• 2020-12-01 → 2021-02-24
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Lynchburg, VA
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2020-11-24
• S63 Uniform Securities Agent State Law Examination
  2017-02-20

Other Names

• Luke T Brown
• Luke Thomas Brown
• Luke Brown