Thomas William Lionetti
Investment adviser representative at Strategic Advisers LLC
13 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
13 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsMar 2023 to now
- Winslow Technology GroupMay 2022 to Mar 2023
- ShawsFeb 2022 to May 2022
- A and B Family AppliancesSep 2021 to Apr 2022
- Waters Edge CateringApr 2021 to Sep 2021
- DoordashApr 2020 to Aug 2020
- Stop and ShopJan 2020 to Apr 2020
- University of Rhode IslandSep 2019 to Dec 2022
- The Npd GroupJun 2018 to Aug 2018
- Mcdonald'sAug 2016 to Mar 2020
- Northport High SchoolSep 2015 to Jun 2019
- Northport School DistrictMar 2013 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (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
- 7716402
- Firm CRD
- 104555