Luke Peretti

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

• 08/2022 → 06/2025
  Aggieland Executive Transportation
  College Station, TX
• 05/2023 → 08/2023
  Fourstars Finance
  Fort Worth, TX
• 08/2021 → 05/2025
  Texas A&M Universiy
  College Station, TX
• 01/2013 → 05/2021
  Southlake High School
  Southlake, TX
• 05/2024 → 07/2024
  Hilltop Securities
  Dallas, TX
• 10/2021 → 05/2022
  Cinemark Movies
  College Station, TX
• 06/2019 → 08/2021
  Mooyah Burgers
  Southlake, TX
• 06/2025 → Present
  Fidelity Investments
  San Antonio, TX
• 06/2022 → 08/2022
  Barrow Hanley Global Investors
  Dallas, TX
• 01/2025 → 06/2025
  Prolific
  Southlake, TX

Exams

• S66 Uniform Combined State Law Examination
  2025-08-15

Other Names

• Luke C Peretti
• Luke Charles Peretti