William E. Lukow
CFP®Professional Summary
William E. Lukow, CFP®, who also goes by Will E Lukow, Will Lukow, William Edward Lukow, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Santa Rosa Beach, Florida and FIDELITY BROKERAGE SERVICES LLC located in Towson, Maryland. William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. William has worked at 5 firms and has passed the Series 66, SIE,...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Employee and Employer Plan Benefits
- Retirement Planning
- Long-term Care
- Education Planning
- Life Transitions
- Insurance Planning
- Comprehensive Financial Planning
- Social Security Planning
- Investment Planning
Biography
Passionate. Resourceful. Client-focused. Those are the terms I would use to describe my professional approach. I concentrate on learning my clients' unique stories, in order to understand who they are, what's important to them, and how I can best help them prepare for the future. I believe that people don't care how much you know until they know how much you care.
Other Aliases
Will E Lukow, Will Lukow, William Edward Lukow
Similar Advisors
OSAIC WEALTH, INC.
AUSDAL FINANCIAL PARTNERS, INC.
MORGAN STANLEY
SOLTIS INVESTMENT ADVISORS, LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
OSAIC WEALTH, INC.
AUSDAL FINANCIAL PARTNERS, INC.
MORGAN STANLEY
SOLTIS INVESTMENT ADVISORS, LLC
Contact Information
Direct
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
Website
xxxxxxxxxx.xxx
Similar Advisors
OSAIC WEALTH, INC.
AUSDAL FINANCIAL PARTNERS, INC.
MORGAN STANLEY
SOLTIS INVESTMENT ADVISORS, LLC
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
Similar Advisors
OSAIC WEALTH, INC.
AUSDAL FINANCIAL PARTNERS, INC.
MORGAN STANLEY
SOLTIS INVESTMENT ADVISORS, LLC
Credentials
Years of Experience
19 years in the financial services industry
Current & Past Employments
Education
Oglethorpe University
Psychology, Bachelor of Arts (BA)
Psychology, Bachelor of Arts (BA)
1995
Similar Advisors
OSAIC WEALTH, INC.
AUSDAL FINANCIAL PARTNERS, INC.
MORGAN STANLEY
SOLTIS INVESTMENT ADVISORS, LLC
Current Firm
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
Contact Information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698Phone Number
(617) 563-7000# of Employees
17,112SEC notice filing (52 States and Territories)
Registered to provide investment advisory services in 52 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
2,973,512AUM (Assets Under Management)
$1,370,125,325,211Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 | Cover Page | Report |
Similar Advisors
OSAIC WEALTH, INC.
AUSDAL FINANCIAL PARTNERS, INC.
MORGAN STANLEY
SOLTIS INVESTMENT ADVISORS, LLC
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Similar Advisors
OSAIC WEALTH, INC.
AUSDAL FINANCIAL PARTNERS, INC.
MORGAN STANLEY
SOLTIS INVESTMENT ADVISORS, LLC
Primary Firm SEC Registration
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
State Registrations and Notice Filings
(5/9/2017)
(1/7/2019)
(1/4/2019)
(1/7/2019)
(1/7/2019)
(1/7/2019)
(1/7/2019)
(2/1/2019)
(1/7/2019)
(8/24/2009)
(3/31/2025)
(8/24/2009)
(3/31/2025)
(8/6/2021)
(8/6/2021)
(1/4/2019)
(1/7/2019)
(8/6/2021)
(1/8/2019)
(1/16/2019)
(8/6/2021)
(1/7/2019)
(1/7/2019)
(1/7/2019)
(3/1/2021)
(2/12/2021)
(1/7/2019)
(1/7/2019)
(8/6/2021)
(8/6/2021)
(8/6/2021)
(1/7/2019)
(1/8/2019)
(8/6/2021)
(1/18/2019)
(1/6/2019)
(8/6/2021)
(1/7/2019)
(8/6/2021)
(8/6/2021)
(1/8/2019)
(1/14/2020)
(8/6/2021)
(1/8/2019)
(8/6/2021)
(5/9/2017)
(3/31/2025)
(1/7/2019)
(3/31/2025)
(2/12/2021)
(8/6/2021)
(1/7/2020)
(1/7/2019)
(1/7/2019)
(1/18/2019)
(1/8/2019)
(8/6/2021)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 9 — General Securities Sales Supervisor - Options Module Examination
Passed May 2024About the Series 9 examSeries 10 — General Securities Sales Supervisor - General Module Examination
Passed Mar 2024About the Series 10 examSRO Registrations
SRO Registrations
Similar Advisors
OSAIC WEALTH, INC.
AUSDAL FINANCIAL PARTNERS, INC.
MORGAN STANLEY
SOLTIS INVESTMENT ADVISORS, LLC
CRS (Client Relationship Summary) - RIA
Click below to view William E. Lukow's CRS (Customer Relationship Summary).
Services Offered by William
- Employee and Employer Plan Benefits
- Retirement Planning
- Long-term Care
- Education Planning
- Life Transitions
- Insurance Planning
- Comprehensive Financial Planning
- Social Security Planning
- Investment Planning
Similar Advisors
OSAIC WEALTH, INC.
AUSDAL FINANCIAL PARTNERS, INC.
MORGAN STANLEY
SOLTIS INVESTMENT ADVISORS, LLC
