TONY LU is an investment adviser representative (IAR) with state registration records since 2005, appearing at 4 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2018-07-13 | 2025-03-31 | — |
| STRATEGIC ADVISERS LLC | 2009-04-22 | 2018-07-13 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2006-10-04 | 2008-08-29 | — |
| AMERIPRISE FINANCIAL SERVICES, LLC | 2005-01-01 | 2006-09-25 | — |