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Thomas M Johnson

Investment adviser representative at Strategic Advisers LLC
13 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

13 years in the industry.

  1. Strategic Advisers LLCJul 2026 to now
  2. Fidelity InvestmentsJul 2024 to now
  3. UnemployedApr 2024 to Jul 2024
  4. Blue Sky Sports and EntertainmentDec 2023 to Jan 2024
  5. Granite TelecommunicationsJun 2023 to Aug 2023
  6. UnemployedMay 2023 to Jun 2023
  7. UnemployedDec 2022 to Jan 2023
  8. Compass Real EstateJun 2022 to Jun 2023
  9. Superior LobsterMay 2022 to Aug 2022
  10. Vpne Parking SolutionsMay 2022 to May 2022
  11. Vpne Parking SolutionsDec 2021 to Jan 2022
  12. Scarlet Oak TavernMay 2021 to Aug 2021
  13. Vpne Parking SolutionsMay 2021 to Aug 2021
  14. Vpne Parking SolutionsDec 2020 to Jan 2021
  15. Providence CollegeAug 2020 to Apr 2024
  16. Vpne Parking SolutionsMay 2020 to Aug 2020
  17. Vpne Parking SolutionsJan 2020 to Jan 2020
  18. UnemployedDec 2019 to Jan 2020
  19. Cohasset Golf ClubJun 2019 to Sep 2019
  20. Cohasset Golf ClubJun 2018 to Sep 2018
  21. Cohasset Golf ClubJun 2017 to Sep 2017
  22. Boston College HighSep 2013 to May 2020

Exams passed

  • Series 66 · Uniform Combined State Law2026

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
7963449
Firm CRD
104555
Advisor's SEC record (opens in a new tab)
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