William E. Lukow
STRATEGIC ADVISERS LLC | Vice President, Executive Planning Consultant
SANTA ROSA BEACH, FL
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CRD#: 5227947
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, Series 7, Series 9 and Series 10 exams.
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.
Question & Answer
What are your service offerings?
Employee and Employer Plan Ben...
Retirement Planning
Long-term Care
Education Planning
Life Transitions
Insurance Planning
Comprehensive Financial Planni...
Social Security Planning
Investment Planning
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Will E Lukow | Will Lukow | William Edward Lukow
Other business activities
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.
OBA-119447|OrgNmn:That's My Ride|Org Addr:Billerica,Massachuse,US|OBA Nature:Turo Car Rental|Invst Rel:N|Title:Partner|Duties:Manage process of renting and returning cars|StrtDt:|TotHrs/mon:10|TrdHrs/mon:2|OBA-64891|OrgNmn:30a Swag Bags|Org Addr:Santa Rosa,Florida,US|OBA Nature:Customized gift bags|Invst Rel:N|Title:Partner|Duties:5% member of LLC. No active duties and obligations. |StrtDt:11-15-21|TotHrs/mon:5|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view William E. Lukow's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2017
Education
Oglethorpe University
Bachelor of Arts (BA) - Psychology
1995
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
SANTA ROSA BEACH, FL
Current
August 24, 2009 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 610 York Road, Towson, MD 21204BD
CRD#: 7784
Towson, MD
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
SANTA ROSA BEACH, FL
Past
September 1, 2009 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
DUNWOODY, GA
Past
October 10, 2007 - August 4, 2009
ALLSTATE FINANCIAL SERVICES, LLC
BD
CRD#: 18272
CARTERSVILLE, GA
Past
January 5, 2007 - October 8, 2007
CITIGROUP GLOBAL MARKETS INC.
RIA
CRD#: 7059
ATLANTA, GA
Past
December 13, 2006 - October 8, 2007
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
ATLANTA, GA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
STRATEGIC ADVISERS LLC
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
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(5/9/2017)
RR
Alaska(1/7/2019)
RR
Arizona(1/4/2019)
RR
Arkansas(1/7/2019)
RR
California(1/7/2019)
RR
Colorado(1/7/2019)
RR
Connecticut(1/7/2019)
RR
Delaware(2/1/2019)
RR
District of Columbia(1/7/2019)
RR
Florida(8/24/2009)
IAR
Florida(3/31/2025)
RR
Georgia(8/24/2009)
IAR
Georgia(3/31/2025)
RR
Hawaii(8/6/2021)
RR
Idaho(8/6/2021)
RR
Illinois(1/4/2019)
RR
Indiana(1/7/2019)
RR
Iowa(8/6/2021)
RR
Kansas(1/8/2019)
RR
Kentucky(1/16/2019)
RR
Louisiana(8/6/2021)
RR
Maine(1/7/2019)
RR
Maryland(1/7/2019)
RR
Massachusetts(1/7/2019)
RR
Michigan(3/1/2021)
RR
Minnesota(2/12/2021)
RR
Mississippi(1/7/2019)
RR
Missouri(1/7/2019)
RR
Montana(8/6/2021)
RR
Nebraska(8/6/2021)
RR
Nevada(8/6/2021)
RR
New Hampshire(1/7/2019)
RR
New Jersey(1/8/2019)
RR
New Mexico(8/6/2021)
RR
New York(1/18/2019)
RR
North Carolina(1/6/2019)
RR
North Dakota(8/6/2021)
RR
Ohio(1/7/2019)
RR
Oklahoma(8/6/2021)
RR
Oregon(8/6/2021)
RR
Pennsylvania(1/8/2019)
RR
Puerto Rico(1/14/2020)
RR
Rhode Island(8/6/2021)
RR
South Carolina(1/8/2019)
RR
South Dakota(8/6/2021)
RR
Tennessee(5/9/2017)
IAR
Tennessee(3/31/2025)
RR
Texas(1/7/2019)
IAR
Texas(3/31/2025)
RR
Utah(2/12/2021)
RR
Vermont(8/6/2021)
RR
Virgin Islands(1/7/2020)
RR
Virginia(1/7/2019)
RR
Washington(1/7/2019)
RR
West Virginia(1/18/2019)
RR
Wisconsin(1/8/2019)
RR
Wyoming(8/6/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
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
CRD#: 104555 / SEC#: 801-13243
RIA
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
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.
Company Information
STRATEGIC ADVISERS LLC
Vice President, Executive Planning ConsultantCRD#: 104555Santa Rosa Beach, FLTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
