Thomas B Walker
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsAug 2024 to now
- Frontier Security StrategiesJun 2024 to Aug 2024
- UnemployedAug 2023 to Jun 2024
- Fidelity InvestmentsJun 2023 to Aug 2023
- UnemployedAug 2022 to Jun 2023
- Rockland TrustJun 2022 to Aug 2022
- UnemployedAug 2021 to Jun 2022
- Nantucket Yacht ClubJun 2021 to Aug 2021
- UnemployedAug 2019 to Jun 2021
- New Bedford Yacht ClubJun 2019 to Aug 2019
- UnemployedAug 2018 to Jun 2019
- New Bedford Yacht ClubJul 2018 to Aug 2018
- UnemployedSep 2016 to Jul 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (MA).
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
- 7976425
- Firm CRD
- 104555