Thomas C. Mccarthy
Investment adviser representative at Strategic Advisers LLC
11 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
11 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsOct 2021 to now
- J.P. Morgan Securities LLCJan 2021 to Sep 2021
- JPMorgan Chase Bank, N.A.Dec 2020 to Sep 2021
- First Merchants BankNov 2020 to Dec 2020
- RenpsgAug 2020 to Oct 2020
- UnemployedMay 2020 to Jul 2020
- Charles Schwab & Co., Inc.Jan 2018 to Apr 2020
- Inline PaintingSep 2015 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (IN, 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
- 6898798
- Firm CRD
- 104555