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Luke James Long

Strategic Advisers LLC

Naperville, IL

Chicago, IL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-06-09
IL RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-06-09
  • IL RA
    APPROVED
    Since 2025-03-31

Branch Locations

47 E Chicago Ave, Naperville, IL 60540-5325 • United States

Chicago, IL • 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
College Of Dupage Glen Ellyn IL 08/2019 12/2020
University Of Kansas Lawrence KS 01/2021 05/2023
Unemployed Aurora IL 05/2019 08/2019
Fidelity Investments Naperville IL 02/2024 Present
College Champaign IL 08/2018 05/2019
Sweetener Supply Corporation Brookfield IL 05/2022 08/2022
Middle And High School Aurora IL 02/2014 05/2018
R&M Trucking Company Des Plaines IL 05/2020 12/2020
Stonebridge Country Club Aurora IL 04/2016 08/2018
Lifetime Fitness Warrenville IL 08/2019 08/2020
Unempoyed Aurora IL 05/2023 02/2024
Fidelity Investments Boston MA 03/2025 Present
  • 08/2019 → 12/2020
    College Of Dupage
    Glen Ellyn, IL
  • 01/2021 → 05/2023
    University Of Kansas
    Lawrence, KS
  • 05/2019 → 08/2019
    Unemployed
    Aurora, IL
  • 02/2024 → Present
    Fidelity Investments
    Naperville, IL
  • 08/2018 → 05/2019
    College
    Champaign, IL
  • 05/2022 → 08/2022
    Sweetener Supply Corporation
    Brookfield, IL
  • 02/2014 → 05/2018
    Middle And High School
    Aurora, IL
  • 05/2020 → 12/2020
    R&M Trucking Company
    Des Plaines, IL
  • 04/2016 → 08/2018
    Stonebridge Country Club
    Aurora, IL
  • 08/2019 → 08/2020
    Lifetime Fitness
    Warrenville, IL
  • 05/2023 → 02/2024
    Unempoyed
    Aurora, IL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-06-05 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Naperville, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-05-29
  • S66 Uniform Combined State Law Examination
    2024-05-29
Other Names
  • Luke J Long
  • Luke Long

View on SEC IAPD

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Other Offices

WELLS FARGO CLEARING SERVICES, LLC · NAPERVILLE, IL
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · NAPERVILLE, IL
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · NAPERVILLE, IL
BENJAMIN F. EDWARDS & COMPANY, INC. · Naperville, IL
SEQUOIA WEALTH MANAGEMENT, LLC · Naperville, IL
ACCESS SOFTEK ADVISORY SERVICES · NAPERVILLE, IL
LPL FINANCIAL LLC · NAPERVILLE, IL
SIKICH FINANCIAL · Naperville, IL

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