Thomas Fellers Omara
Investment adviser representative at Strategic Advisers LLC
24 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
24 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJun 2024 to now
- North Harbor ClubMay 2023 to Apr 2024
- Gs Steamers Bar & GrillFeb 2022 to Apr 2022
- Olive Garden Italian RestaurantMay 2021 to Apr 2023
- Gcp Discount Liquors & WinesDec 2019 to Jan 2021
- State University of New York At OswegoAug 2019 to May 2024
- UnemployedJun 2019 to Aug 2019
- Town of Chemung - Big FlatsJun 2018 to Aug 2018
- Greek Peak Ski ResortNov 2017 to Mar 2019
- Horseheads School DistrictSep 2013 to Jun 2019
- Unemployed/childJan 2002 to Nov 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (NC, 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
- 7949816
- Firm CRD
- 104555