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Luke Schmitz

Strategic Advisers LLC

Towson, MD

Cockeysville, MD

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-03-31
  • MD RA
    APPROVED
    Since 2025-03-31

Branch Locations

610 York Road, Towson, MD 21204-4102 • United States

Cockeysville, MD • 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
Paradigm Press Llc. Baltimore MD 12/2023 02/2024
Marketwise Solutions Baltimore MD 08/2022 11/2023
Crowdability Hunt Valley MD 04/2022 08/2022
Agora Financial Baltimore MD 03/2016 03/2022
Paramount Revenue Advisors Bel Air MD 05/2020 06/2023
Federated Phone Systems Las Vegas MD 03/2021 03/2023
Fidelity Investments Towson MD 02/2024 Present
Unemployed Hunt Valley MD 11/2023 12/2023
Fidelity Investments Boston MA 03/2025 Present
  • 12/2023 → 02/2024
    Paradigm Press Llc.
    Baltimore, MD
  • 08/2022 → 11/2023
    Marketwise Solutions
    Baltimore, MD
  • 04/2022 → 08/2022
    Crowdability
    Hunt Valley, MD
  • 03/2016 → 03/2022
    Agora Financial
    Baltimore, MD
  • 05/2020 → 06/2023
    Paramount Revenue Advisors
    Bel Air, MD
  • 03/2021 → 03/2023
    Federated Phone Systems
    Las Vegas, MD
  • 02/2024 → Present
    Fidelity Investments
    Towson, MD
  • 11/2023 → 12/2023
    Unemployed
    Hunt Valley, MD
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-07-09 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Cockeysville, MD
    Towson, MD
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-05-31
  • S66 Uniform Combined State Law Examination
    2024-05-31
Other Names
  • Luke Anthony Schmitz
  • Luke Schmitz

View on SEC IAPD

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