Luke MorrisCRD Number: 5614976
Current Firm: Strategic Advisers, Inc.
Luke Morris (CRD# 5614976) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Tampa, FL and has over 8 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Fidelity Investments||Tampa, FL||Aug 2010 - Current||7|
|Signator Investors Inc.||Tampa, FL||Sep 2009 - Aug 2010||< 1|
|Mml Investors Services, Inc.||Tampa, FL||Nov 2008 - Aug 2009||< 1|
|Massmutual Life Insurance Company||Tampa, FL||Oct 2008 - Aug 2009||< 1|
|Capital One Auto Finance||Tampa, FL||Jul 2007 - Oct 2008||1|
|University Of Tampa||Tampa, FL||Oct 2006 - Jul 2007||< 1|
|Hyatt Hotels||Tampa, FL||May 2006 - Oct 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2009|
|S65||NASAA Investment Advisors Law Examination||Oct 2009|
Total Assets Under Management236,390MILLIONS
Total Number of Accounts619,100ACCOUNTS
Average Account Value$381,828
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV