Thomas Oleary
Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
3 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 2021 to now
- Sentient JetMar 2021 to Sep 2021
- Stoughton Public SchoolsFeb 2021 to Mar 2021
- Saint Johns the AvangelistJan 2021 to Mar 2021
- Mystic MarketJul 2020 to Nov 2020
- Stonington Historical SocietyJun 2020 to Oct 2020
- Mount Hope FarmJun 2019 to Aug 2019
- Roger Williams UniversityAug 2016 to May 2020
- Hingham Tennis ClubJun 2015 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 3 states (MA, RI, 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
- 7448436
- Firm CRD
- 104555