Thomas S. Kingsley
Investment adviser representative at Strategic Advisers LLC
14 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
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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
14 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJul 2021 to now
- GuidepointOct 2020 to Jun 2021
- AlphasightsMar 2020 to Jun 2021
- Gerson Lehrman Group (glg)Mar 2020 to Jun 2021
- Third BridgeMar 2020 to Jun 2021
- Telk GroupAug 2019 to Jun 2021
- UnemployedMar 2019 to Jun 2019
- Bloomberg Tradebook LLCJul 2016 to Feb 2019
- Bloomberg Tradebook Singapore Pte. LtdDec 2012 to Feb 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law1995
- Series 63 · Uniform Securities Agent State Law2005
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (NJ, 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
- 2593932
- Firm CRD
- 104555