Thomas Hoglund
Investment adviser representative at Strategic Advisers LLC
10 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
10 years in the industry.
- Strategic Advisers LLCDec 2025 to now
- Fidelity InvestmentsAug 2025 to now
- Kaco LLC - Aaron's Rent To OwnSep 2023 to Aug 2025
- Full Time Student NauAug 2023 to Dec 2023
- UnemployedJan 2023 to Sep 2023
- Full Time Student NauJan 2023 to May 2023
- One Team DeliveryJun 2022 to Dec 2022
- Pruitt's Fine FurnitureJun 2021 to Jun 2022
- Clean Freak Car WashMay 2021 to Jun 2021
- Centria AutismJan 2021 to Mar 2021
- Aj's Fine FoodsNov 2020 to May 2021
- Wohlner's Neighborhood Grocery and DeliMay 2020 to Nov 2020
- Dario's BrasserieMay 2019 to May 2020
- The Cheesecake FactoryJan 2018 to May 2019
- UnemployedNov 2017 to Jan 2018
- GallupMay 2016 to Nov 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 8152095
- Firm CRD
- 104555