Luke Rogers

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2026-02-04
TX	RA	APPROVED	2026-02-04

NC RA
APPROVED

Since 2026-02-04
TX RA
APPROVED

Since 2026-02-04

Branch Locations

Durham, NC • United States

100 New Millennium Way, Durham, NC 27709-8204 • 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

Organization	City	State	From	To
North Carolina State University	Raleigh	NC	05/2021	05/2023
School	Raleigh	NC	06/2014	05/2024
Fidelity Investments	Durham	NC	06/2024	Present
Financial Symmetry Inc	Raleigh	NC	05/2023	08/2023
Chick-Fil-A Heritage Village	Wake Forest	NC	08/2018	05/2024

05/2021 → 05/2023

North Carolina State University

Raleigh, NC
06/2014 → 05/2024

School

Raleigh, NC
06/2024 → Present

Fidelity Investments

Durham, NC
05/2023 → 08/2023

Financial Symmetry Inc

Raleigh, NC
08/2018 → 05/2024

Chick-Fil-A Heritage Village

Wake Forest, NC

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-02-03
S63	Uniform Securities Agent State Law Examination	2024-11-11

S66 Uniform Combined State Law Examination

2026-02-03
S63 Uniform Securities Agent State Law Examination

2024-11-11

View on SEC IAPD

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