Luke F. Morris
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
TRINITY, FL
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CRD#: 5614976
Professional summary
Luke F. Morris, CFP®, who also goes by Luke Fleron Morris, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Trinity, Florida and FIDELITY BROKERAGE SERVICES LLC located in Clearwater, Florida.
Luke is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Luke has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 10 and Series 9 exams.
Biography
I collaborate with a diverse client base of professionals, business owners, and retirees to work towards their unique financial needs. By working together, we will create a customized plan designed to help you protect, preserve, and grow what you have worked hard to build. My Goal is to provide confidence in knowing you have a trusted partner helping you work towards your financial goals.
Question & Answer
What are your service offerings?
Retirement Planning
Employee and Employer Plan Ben...
Insurance Planning
Investment Planning
Comprehensive Financial Planni...
Tax Planning
Estate Planning
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
Luke Fleron Morris
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-94557|OrgNmn:Morris Outfitters|Org Addr:Trinity,Florida,US|OBA Nature:Hunting Guide|Invst Rel:N|Title:Sole Proprietor|Duties:Take paying customers on guided hunting trips|StrtDt:|TotHrs/mon:16|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Luke F. Morris'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: 2013
Education
University of Tampa
Master of Science (MS) - Finance - Investment Management
2008
Wagner College
Bachelor of Arts (BA) - International Affairs in Economics
2006
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 28100 Us Hwy 19 N Ste 101, Clearwater, FL 33761-2657RIA
CRD#: 104555
TRINITY, FL
Current
September 14, 2010 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 28100 Us Hwy 19 N Ste 101, Clearwater, FL 33761-2635BD
CRD#: 7784
Clearwater, FL
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
CLEARWATER, FL
Past
October 11, 2010 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
CLEARWATER, FL
Past
September 9, 2009 - August 18, 2010
SIGNATOR INVESTORS, INC.
BD
CRD#: 468
TAMPA, FL
Past
November 25, 2008 - August 26, 2009
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
TAMPA, FL
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(1/3/2020)
RR
Alaska(3/4/2022)
RR
Arizona(3/19/2024)
RR
California(8/11/2011)
RR
Colorado(1/3/2013)
RR
Connecticut(1/3/2025)
RR
District of Columbia(10/18/2023)
RR
Florida(9/14/2010)
IAR
Florida(3/31/2025)
RR
Georgia(9/14/2010)
RR
Hawaii(3/2/2024)
RR
Idaho(9/18/2025)
RR
Illinois(1/3/2013)
RR
Indiana(8/4/2021)
RR
Maine(4/23/2020)
RR
Maryland(9/14/2010)
RR
Massachusetts(1/3/2013)
RR
Michigan(1/5/2016)
RR
Minnesota(4/24/2025)
RR
Missouri(7/19/2024)
RR
Nevada(4/24/2025)
RR
New Hampshire(4/24/2025)
RR
New Jersey(9/14/2010)
RR
New Mexico(9/9/2022)
RR
New York(9/14/2010)
RR
North Carolina(9/14/2010)
RR
Ohio(1/4/2011)
RR
Oklahoma(9/18/2025)
RR
Oregon(4/23/2020)
RR
Pennsylvania(4/23/2020)
RR
Rhode Island(3/2/2024)
RR
South Carolina(9/14/2010)
RR
South Dakota(10/9/2020)
RR
Tennessee(8/8/2020)
RR
Texas(1/3/2013)
IAR
Texas(3/31/2025)
RR
Virginia(1/3/2013)
RR
Wisconsin(8/8/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product 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
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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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, Financial ConsultantCRD#: 104555Trinity, FLTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
