RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Luke Daniel Fick
- Professional profile
- gillinvest.com/team-members/luke-fickreportedgillinvest.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Gill Capital Partners independent RIA currentsince Jan 11, 2024 · Denver, Co
- Fidelity Personal And Workplace Advisors formerOct 26, 2022 to Oct 4, 2023 · Greenwood Village, Co
- Fidelity Personal And Workplace Advisors to Gill Capital Partnersleft Oct 4, 2023, registered Jan 11, 2024 (99 days) · Affiliated broker-dealer or bank to independent RIA
- Luke Daniel Fick left Fidelity Personal And Workplace Advisors for Gill Capital Partners (registered 2024-01-11)Oct 4, 2023 · Advisor changed firm · fact
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address