Thomas Joseph Raleigh
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
3 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
10 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsApr 2024 to now
- J.P. Morgan Securities LLCSep 2023 to Apr 2024
- JPMorgan Chase Bank, N.A.Sep 2023 to Apr 2024
- Leo's TavernMay 2023 to Feb 2024
- E*trade Capital Management LLCNov 2021 to Aug 2023
- E*trade Securities LLCNov 2021 to Aug 2023
- Harrisdirect LLCNov 2021 to Aug 2023
- Morgan StanleyNov 2021 to Aug 2023
- Charles Schwab & Co., Inc.Sep 2016 to Oct 2021
- Charles Schwab BankSep 2016 to Oct 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 3 states (FL, NY, 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
- 2599296
- Firm CRD
- 104555