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Thomas Dussault

Investment adviser representative at Strategic Advisers LLC
13 yearsExperience
4 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.

  1. Strategic Advisers LLCMar 2025 to now
  2. Fidelity InvestmentsJun 2024 to now
  3. J.B. HuntJan 2024 to May 2024
  4. UnemployedSep 2023 to Jan 2024
  5. Enterprise HoldingsMay 2023 to Sep 2023
  6. Big Y World Class MarketMar 2023 to May 2023
  7. Friendly's RestaurantsFeb 2023 to Mar 2023
  8. Newell Brands - Yankee CandleNov 2022 to Jan 2023
  9. C&s Wholesale GrocersJun 2022 to Aug 2022
  10. Umass Dining CommonsFeb 2022 to May 2023
  11. Greatler Lawrence Family Health CenterDec 2021 to Jan 2022
  12. UnemployedDec 2013 to Dec 2021

Exams passed

  • Series 66 · Uniform Combined State Law2024

State registrations

Registered as an investment adviser representative in 4 states (CT, 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
7948846
Firm CRD
104555
Advisor's SEC record (opens in a new tab)
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