Thomas Marc Quinson
Investment adviser representative at Strategic Advisers LLC
12 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
12 years in the industry.
- Strategic Advisers LLCMar 2026 to now
- Fidelity InvestmentsAug 2025 to now
- UnemployedMay 2025 to Aug 2025
- Denison UniversityAug 2024 to May 2025
- Rocket ShippersJun 2024 to Aug 2024
- Denison UniversityAug 2023 to May 2024
- HangobiJun 2023 to Aug 2023
- Denison UniversityAug 2022 to May 2023
- Denison UniversityAug 2021 to May 2022
- Brunswick SchoolAug 2020 to May 2021
- Mamaroneck Boats and MotorsJun 2020 to Aug 2020
- Brunswick SchoolAug 2019 to May 2020
- Mamaroneck Boats and MotorsJun 2019 to Aug 2019
- Brunswick SchoolSep 2017 to May 2019
- Resurrection SchoolSep 2014 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 8152223
- Firm CRD
- 104555