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Thomas Gregory Decristofaro

Strategic Advisers LLC

Lodi, CA

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Lodi, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Scottrade, Inc. Elk Grove CA 07/2008 02/2018
Td Ameritrade, Inc. Elk Grove CA 02/2018 02/2019
Td Ameritrade Investment Management, Llc Omaha NE 02/2018 09/2019
Fidelity Brokerage Services Llc Portland OR 10/2019 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2008 → 02/2018
    Scottrade, Inc.
    Elk Grove, CA
  • 02/2018 → 02/2019
    Td Ameritrade, Inc.
    Elk Grove, CA
  • 02/2018 → 09/2019
    Td Ameritrade Investment Management, Llc
    Omaha, NE
  • 10/2019 → Present
    Fidelity Brokerage Services Llc
    Portland, OR
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2019-11-18 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Lodi, CA
    Portland, OR
  • 2018-02-27 → 2019-09-11
    Td Ameritrade, Inc.
    Elk Grove, CA
  • 2018-02-26 → 2019-09-11
    Td Ameritrade Investment Management, Llc
    Omaha, NE
    Elk Grove, CA
  • 2017-02-13 → 2018-02-26
    Scottrade Investment Management
    Saint Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-02-11
S63 Uniform Securities Agent State Law Examination 2000-10-12
  • S66 Uniform Combined State Law Examination
    2017-02-11
  • S63 Uniform Securities Agent State Law Examination
    2000-10-12
Other Names
  • Tom Decristofaro
  • Tom Gregory Decristofaro

View on SEC IAPD

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Other Investors

OSCAR MARTINEZ
DAVID ADAM SASSON
Grant DeAndreis
PAULA LEANN KEY
PAMELA JOANNE ZEDICK
DENNIS DONALD MORITA
DANIEL ALAN RAYMOND
Bryan James Hickingbottom

Other Offices

VALLEY WEALTH STRATEGIES, LLC · LODI, CA
CETERA INVESTMENT ADVISERS LLC · LODI, CA
VALLEY WEALTH STRATEGIES, LLC · Lodi, CA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · LODI, CA
LPL FINANCIAL LLC · LODI, CA
ARBOR FAMILY WEALTH ADVISORS, INC. · LODI, CA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Lodi, CA
EDWARD JONES · LODI, CA

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