Luke Kittinger, financial advisor Torrance CA
89 score

Luke Kittinger

CRD Number: 6166253
Current Firm: Strategic Advisers, Inc.

Luke Kittinger (CRD# 6166253) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Torrance, CA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Investments Santa Monica, CA Aug 2013 - Current 3
Cal Poly - Slo San Luis Obispo, CA Jun 2013 - Aug 2013 < 1
Wells Fargo Advisors San Luis Obispo, CA Feb 2013 - Jun 2013 < 1
Apple Inc. San Luis Obispo, CA Jan 2012 - Mar 2013 1
Cal Poly San Luis Obispo, CA Dec 2011 - Jan 2012 < 1
Anboto Bilbao, Oct 2011 - Dec 2011 < 1
Cal Poly San Luis Obispo, CA Aug 2011 - Oct 2011 < 1
Meze Wine Cafe San Luis Obispo, CA Sep 2010 - Aug 2011 < 1
Snapper Jack's Taco Shack Camarillo, CA Jun 2010 - Sep 2010 < 1
Vista Grande San Luis Obispo, CA Sep 2009 - Jun 2010 < 1
Snapper Jack's Taco Shack Camarillo, CA Nov 2006 - Sep 2009 2
Achs , Las Colinas Camarillo, CA Aug 2003 - Nov 2006 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2013
S66 NASAA Uniform Combined State Law Examination Jul 2014
Contact Info for Luke D. Kittinger
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

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

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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