Thomas A. Gonzalez
Investment adviser representative at Strategic Advisers LLC
12 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
12 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJun 2022 to now
- University of Rhode IslandSep 2021 to May 2022
- Essex County ClubMay 2021 to Sep 2021
- Total Wine & MoreMay 2021 to Sep 2021
- Coast Guard HouseApr 2021 to May 2022
- PollenApr 2021 to Apr 2022
- University of Rhode IslandSep 2020 to May 2021
- High Sierra PoolsJun 2020 to Sep 2020
- College ChefsOct 2019 to Mar 2020
- University of Rhode IslandSep 2019 to May 2020
- Myopia Hunt ClubMay 2019 to Sep 2019
- University of Rhode IslandSep 2018 to May 2019
- Continental PoolsMay 2018 to Sep 2018
- SkyzoneJan 2018 to Apr 2018
- Singing Beach ClubJun 2017 to Sep 2017
- Beverly High SchoolSep 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 3 states (MA, NH, 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
- 7587341
- Firm CRD
- 104555