Thomas M. Salvo
Investment adviser representative at Strategic Advisers LLC
15 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Thomas M. Salvo? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
15 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJan 2023 to now
- MML Investors ServicesJun 2021 to Jan 2023
- Mass Mutual Life Insurance CompanyMay 2021 to Jan 2023
- Pruco Securities LLCOct 2020 to May 2021
- The Prudential Insurance Company of AmericaOct 2020 to May 2021
- MML Investors Services, LLCMar 2017 to Oct 2020
- Massmutual Life Insurance CoJul 2016 to Oct 2020
- Metlife Securities Inc.Dec 2011 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 2 states (CT, TX).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1929747
- Firm CRD
- 104555