Thomas Fox
Investment adviser representative at Strategic Advisers LLC
15 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
15 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsMar 2021 to now
- Cherry Hills Country ClubAug 2020 to Nov 2020
- UnemployedMar 2020 to Aug 2020
- University of Denver RecreationSep 2019 to Mar 2020
- Denver Country ClubMar 2019 to Sep 2019
- University of Denver RecreationSep 2018 to Jun 2019
- Denver Country ClubApr 2018 to Sep 2018
- University of Denver RecreationJan 2018 to Jun 2018
- University of DenverSep 2017 to Mar 2021
- UnemployedJan 2017 to Jan 2018
- FootlockerNov 2016 to Jan 2017
- Bishop Machebeuf High SchoolAug 2015 to May 2017
- UnemployedMar 2011 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 7361751
- Firm CRD
- 104555