Deshunnon Thomas

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2014 → 03/2018
  Synovus Securities, Inc.
  Atlanta, GA
• 08/2017 → 03/2018
  Synovus Securities, Inc.
  Tucker, GA
• 03/2018 → 04/2020
  Securian Financial Services Inc
  St Paul, MN
• 03/2018 → 04/2020
  Minnesota Life Insurance Co
  St Paul, MN
• 03/2018 → 04/2020
  Joyn Advisors Inc
  Atlanta, GA
• 05/2020 → 03/2021
  Wealth Enhancement Group
  Plymouth, MN
• 05/2020 → 03/2021
  Wealth Enhancement Advisory Services
  Plymouth, MN
• 05/2021 → Present
  Fidelity
  Atlanta, GA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-09-07 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Atlanta, GA
  Jacksonville, FL
• 2020-05-04 → 2021-03-24
  Wealth Enhancement Advisory Services, Llc
  Atlanta, GA
  Plymouth, MN
• 2018-04-10 → 2020-04-30
  Joyn Advisors, Inc.
  Atlanta, GA
• 2018-04-16 → 2019-11-26
  Securian Financial Services, Inc.
  Atlanta, GA
• 2014-11-18 → 2018-03-22
  Synovus Securities, Inc.
  Atlanta, GA
  Columbus, GA
  Tucker, GA
• 2013-07-31 → 2014-11-14
  Wells Fargo Clearing Services, Llc
  Chesapeake, VA
  Norfolk, VA
  Atlanta, GA
  Atlanta, GA
• 2011-12-13 → 2012-11-02
  Truist Investment Services, Inc.
  Atlanta, GA

Exams

• S66 Uniform Combined State Law Examination
  2011-12-11
• S63 Uniform Securities Agent State Law Examination
  2000-11-07

Designations

• Certified Financial Planner

Other Names

• D.L. Thomas
• Deshunnon Luian Thomas
• Deshunnon L Thomas