Luke C. Schultz
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
BLUFFTON, SC
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CRD#: 6194557
Professional summary
Luke Christopher Schultz, CFP®, who also goes by Luke Christopher Schultz, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Bluffton, South Carolina and FIDELITY BROKERAGE SERVICES LLC located in Hilton Head Island, South Carolina.
Luke is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Luke has worked at 3 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Biography
I started my professional career in the United States Marine Corps which focuses and prides itself on self-discipline. This has allowed me to apply that same attention to detail to the clients I work with. In which, I follow a 3 step process. Step 1, I focus on and understand the clients situation and what is important to them. Step 2 analyze clients situation. Lastly, step 3, I partner with the client to develop and maintain a personalized strategy based on specific needs and preferences.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Luke Christopher Schultz
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Luke Christopher Schultz'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®
Education
University of North Florida
Bachelor of Arts (BA) - Criminal Justice and Political Science
2012
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 430 William Hilton Parkway Suite 305, Hilton Head Island, SC 29926-2409RIA
CRD#: 104555
BLUFFTON, SC
Current
July 30, 2013 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 430 William Hilton Parkway Suite 305, Hilton Head Island, SC 29926-2409BD
CRD#: 7784
HILTON HEAD ISLAND, SC
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
HILTON HEAD ISLAND, SC
Past
April 1, 2014 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
JACKSONVILLE, 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(8/7/2013)
RR
Arizona(5/6/2022)
RR
California(4/9/2021)
RR
Colorado(1/22/2020)
RR
Connecticut(1/22/2020)
RR
District of Columbia(12/6/2024)
RR
Florida(7/30/2013)
RR
Georgia(8/7/2013)
RR
Illinois(8/7/2013)
RR
Indiana(1/9/2023)
RR
Iowa(10/8/2021)
RR
Kansas(8/7/2013)
RR
Kentucky(3/25/2023)
RR
Maine(5/6/2022)
RR
Maryland(1/6/2021)
RR
Massachusetts(8/8/2020)
RR
Michigan(1/6/2022)
RR
Minnesota(1/22/2020)
RR
Missouri(7/8/2022)
RR
Montana(7/21/2023)
RR
Nevada(1/6/2022)
RR
New Hampshire(9/9/2022)
RR
New Jersey(1/6/2020)
RR
New Mexico(6/4/2021)
RR
New York(8/7/2013)
RR
North Carolina(8/7/2013)
RR
Ohio(1/22/2020)
RR
Oklahoma(3/25/2023)
RR
Pennsylvania(1/22/2020)
RR
Rhode Island(5/19/2021)
RR
South Carolina(8/7/2013)
IAR
South Carolina(3/31/2025)
RR
South Dakota(4/17/2024)
RR
Tennessee(9/9/2015)
RR
Texas(8/8/2020)
IAR
Texas(3/31/2025)
RR
Vermont(1/27/2020)
RR
Virginia(8/7/2013)
RR
Washington(1/12/2021)
RR
West Virginia(6/15/2021)
RR
Wisconsin(10/9/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product 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
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Vice President, Financial ConsultantCRD#: 104555Bluffton, SCTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
