Glenn Montgomery Kelvin Lucky

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

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

FL RA
APPROVED

Since 2025-03-31
TX RA
APPROVED_RES

Since 2025-03-31

Branch Locations

Miami, FL • 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

Organization	City	State	From	To
Wells Fargo Bank, Na	Miami	FL	07/2015	05/2021
Wells Fargo Clearing Services, Llc	Miami	FL	03/2018	05/2021
Embry-Riddle Aeronautical University	Worldwide Campus- Daytona Beach	FL	10/2010	09/2018
Fidelity Investments	Miami	FL	05/2021	Present
Fidelity Investments	Boston	MA	03/2025	Present

07/2015 → 05/2021

Wells Fargo Bank, Na

Miami, FL
03/2018 → 05/2021

Wells Fargo Clearing Services, Llc

Miami, FL
10/2010 → 09/2018

Embry-Riddle Aeronautical University

Worldwide Campus- Daytona Beach, FL
05/2021 → Present

Fidelity Investments

Miami, FL
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2021-08-09 → 2025-03-31

Fidelity Personal And Workplace Advisors

Salt Lake City, UT

Jacksonville, FL
2021-03-04 → 2021-05-13

Wells Fargo Clearing Services, Llc

Miami, FL

Coral Gables, FL

Miami, FL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-03-03
S63	Uniform Securities Agent State Law Examination	2018-07-13

S66 Uniform Combined State Law Examination

2021-03-03
S63 Uniform Securities Agent State Law Examination

2018-07-13

Other Names

Glenn Montgomery Kelvin Lucky
Glenn Lucky
Glenn Montgomery Lucky

View on SEC IAPD

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