UBS Financial Services
46yrs
Top advisor by experience in Los Gatos
3yrs
Lucas Orme
Financial advisor at Strategic Advisers
Lucas Orme is a fiduciary financial advisor in Los Gatos, California, with 3 years in the industry. Lucas joined Strategic Advisers in 2025, after two years at Fidelity Personal and Workplace Advisors. Strategic Advisers offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 137 advisors with offices in Los Gatos, and one of 122 fiduciaries.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
Office434 N Santa Cruz Ave, Los Gatos, CA 95030
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
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- May 2023 – Mar 2025Fidelity Personal and Workplace AdvisorsPreviously
Contact Lucas
(617) 563-7000Firm headquarters in Boston, MA. Ask for Lucas. 434 N Santa Cruz AveLos Gatos, CA 95030Office · Get directions
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Questions to ask Lucas
Tailored to Lucas’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Lucas
How do I contact Lucas?
Call Strategic Advisers at (617) 563-7000 and ask for Lucas Orme. Lucas works from the Los Gatos, CA office.
How long has Lucas been a financial advisor?
Lucas has been in the industry since 2023, about 3 years. 3 years in the industry.
What licenses does Lucas hold?
Series 66. Tap any license on this page to see what it allows.
Is Lucas a fiduciary?
Lucas is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Lucas paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Lucas 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.
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