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Lucas Alexander Burke

Strategic Advisers LLC

Merrimack, NH

Salem, NH

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • NH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Two Contra Way, Merrimack, NH 03054-4334 • United States

Salem, NH • 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
Unemployed Salem NH 05/2014 01/2019
Fidelity Investments Merrimack NH 04/2024 Present
Unemployed Salem NH 08/2019 10/2021
Pelham House Of Pizza Pelham NH 10/2021 07/2022
By Appointment Only Chelmsford MA 07/2022 01/2024
Cedar'S Mediterranean Foods Haverhill MA 01/2019 08/2019
Watson Construction Salem NH 01/2024 03/2024
Fidelity Investments Boston MA 03/2025 Present
  • 05/2014 → 01/2019
    Unemployed
    Salem, NH
  • 04/2024 → Present
    Fidelity Investments
    Merrimack, NH
  • 08/2019 → 10/2021
    Unemployed
    Salem, NH
  • 10/2021 → 07/2022
    Pelham House Of Pizza
    Pelham, NH
  • 07/2022 → 01/2024
    By Appointment Only
    Chelmsford, MA
  • 01/2019 → 08/2019
    Cedar'S Mediterranean Foods
    Haverhill, MA
  • 01/2024 → 03/2024
    Watson Construction
    Salem, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-09-10 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
    Salem, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-16
  • S66 Uniform Combined State Law Examination
    2024-08-16
Other Names
  • Lucas A Burke
  • Lucas Burke

View on SEC IAPD

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CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
ON INVESTMENT MANAGEMENT CO
PEAK WEALTH MANAGEMENT LLC
PHOENIX INTERNATIONAL INVESTMENTS LLC
NASHUA CAPITAL MANAGEMENT LLC

Other Investors

SHANNON P MCCABE
BYRON J. THRESHER
RYAN JEREMY CHARETTE
KENNETH ZAHN
STEPHEN A LUNGO
DENNIS CIPRIANO
STEVEN STRAND
BELINDA L TRIPP

Other Offices

STRATEGIC ADVISERS LLC · MERRIMACK, NH
CHARLES SCHWAB & CO., INC. · Nashua, NH
LPL FINANCIAL LLC · NASHUA, NH
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · NASHUA, NH
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · MERRIMACK, NH
ON INVESTMENT MANAGEMENT CO · MERRIMACK, NH
PEAK WEALTH MANAGEMENT LLC · NASHUA, NH
PHOENIX INTERNATIONAL INVESTMENTS LLC · NASHUA, NH

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