Kevin Thomas
Investment adviser representative at Strategic Advisers LLC
21 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
21 years in the industry.
- Strategic Advisers LLCMar 2026 to now
- Fidelity InvestmentsOct 2025 to now
- Bass Pro ShopOct 2024 to Jul 2025
- Fhia RemodelingAug 2024 to Aug 2024
- Kevin W. Thomas dba Professional Partnership GroupSep 2020 to Oct 2025
- HomemakerApr 2020 to Sep 2020
- Ebsco Professional Partnership GroupMay 2005 to Apr 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 2605320
- Firm CRD
- 104555