Thomas Larry Bolman

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

• Financial planning
• Portfolio management
• Seminars and workshops

Experience

12 years in the industry.

1. Strategic Advisers LLCMar 2026 to now
2. Fidelity InvestmentsJan 2025 to now
3. Canyons School DistrictSep 2024 to Jan 2025
4. Jordan School DistrictAug 2024 to Jan 2025
5. Guidetoinsure/policyscoutMay 2024 to Jul 2024
6. American Cruise LinesSep 2023 to Mar 2024
7. T&r Window ProsApr 2023 to Sep 2024
8. LendingclubApr 2022 to Apr 2023
9. Salt Lake Community CollegeAug 2021 to Dec 2024
10. Academy MortgageJul 2021 to Apr 2022
11. DoordashApr 2021 to Nov 2024
12. Mo BettahsApr 2021 to Jun 2021
13. Riverton HardwareJan 2021 to Apr 2021
14. -unemployedDec 2020 to Jan 2021
15. UpsOct 2020 to Dec 2020
16. GohealthAug 2020 to Oct 2020
17. -unemployedJul 2020 to Aug 2020
18. New PowerMay 2020 to Jul 2020
19. SurlocApr 2020 to May 2020
20. Service AbroadOct 2019 to Mar 2020
21. -unemployedJul 2019 to Apr 2020
22. Clark's Quality RoofingJun 2019 to Jul 2019
23. Crumbl CookieMay 2019 to Jun 2019
24. Waterworks Express Car WashMar 2019 to May 2019
25. HomegoodsOct 2018 to Feb 2019
26. West Jordan Copper Hills BaseballApr 2018 to Jun 2018
27. West Jordan Copper Hills BaseballApr 2017 to Jun 2017
28. Middle School/high SchoolOct 2014 to Jun 2019

Exams passed

• Series 63 · Uniform Securities Agent State Law2025
• Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 2 states (TX, UT).

Strategic Advisers LLC

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

8035196

Firm CRD

104555