Lucca De Oliveira Almeida

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

• 01/2024 → 03/2024
  1St Source Bank
  In, IN
• 01/2022 → 05/2023
  Sufficient Grounds Cafe
  In, IN
• 02/2014 → 07/2021
  Unemployed - Student
  Macae
• 09/2023 → 12/2023
  Unemployed - Student
  Mishawaka, IN
• 05/2024 → Present
  Fidelity Investments
  South Bend, IN
• 06/2023 → 08/2023
  Kohl'S
  In, IN
• 04/2024 → 05/2024
  Unemployed - Student
  Mishawaka, IN
• 08/2021 → 12/2021
  Unemployed - Student
  Mishawaka, IN

Exams

• S66 Uniform Combined State Law Examination
  2024-09-19

Other Names

• Lucca De Oliveira Almeida
• Lucca Deoliveiraalmeida