Thomas R. Dimona
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Thomas R. Dimona? 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
10 years in the industry.
- Strategic Advisers LLCApr 2025 to now
- Fidelity InvestmentsOct 2023 to now
- UnemployedJan 2023 to Oct 2023
- VerizonOct 2022 to Dec 2022
- At&tDec 2021 to Sep 2022
- AmazonJul 2021 to Oct 2021
- StudentJan 2019 to Dec 2022
- Bentley UniversitySep 2017 to Dec 2018
- StudentSep 2017 to Dec 2018
- Medford LeasFeb 2016 to Jan 2020
- StudentSep 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 6952733
- Firm CRD
- 104555