ChooseAFinancialAdvisor.com
Advisors / Florida / Westchase
4yrs

Patrick Lukert

Financial advisor at Strategic Advisers

Patrick Lukert is a fiduciary financial advisor in Westchase, Florida, with 4 years in the industry. Patrick joined Strategic Advisers in 2025, after less than a year at Fidelity Personal and Workplace Advisors and less than a year at Morgan Stanley. Strategic Advisers offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.

Westchase, FLFiduciary advisor
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At a glance

Experience4 years (since 2022)
How that compares ?4 years in the industry
OfficeWestchase, FL
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?1 state

Services through Strategic Advisers

Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 66Uniform Combined State Law Examination

Career

  1. Mar 2025 – now
  2. Nov 2024 – Mar 2025
    Fidelity Personal and Workplace AdvisorsPreviously
  3. Oct 2022 – Feb 2023
    Morgan StanleyPreviously

Questions to ask Patrick

Tailored to Patrick’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Patrick

How do I contact Patrick?

Call Strategic Advisers at (617) 563-7000 and ask for Patrick Lukert. Patrick works from the Westchase, FL office.

How long has Patrick been a financial advisor?

Patrick has been in the industry since 2022, about 4 years. 4 years in the industry.

What licenses does Patrick hold?

Series 66. Tap any license on this page to see what it allows.

Is Patrick a fiduciary?

Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Patrick paid?

Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Patrick for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.