Thomas Gerstenschlager
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 InvestmentsSep 2023 to now
- Northwestern Mutual Wealth Management CompanyMar 2023 to Sep 2023
- Clifford DavisDec 2022 to Sep 2023
- Northwestern Mutual Investment Services LLCDec 2022 to Sep 2023
- LPL FinancialNov 2020 to Dec 2022
- Northern Credit UnionSep 2020 to Dec 2022
- Nylife Securities LLCMay 2020 to Sep 2020
- New York Life Insurance CompanyFeb 2020 to Sep 2020
- Eagle Beverage CompanyJun 2019 to Apr 2020
- StudentAug 2017 to May 2019
- Target CorporationNov 2015 to Jun 2019
- StudentAug 2015 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
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
- 7121199
- Firm CRD
- 104555