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Thomas John Allen

Strategic Advisers LLC

Farmington, UT

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2025-03-31
  • UT RA
    APPROVED
    Since 2025-03-31

Branch Locations

Farmington, UT • 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
Fidelity Brokerage Services, Inc. Salt Lake City UT 06/1998 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/1998 → Present
    Fidelity Brokerage Services, Inc.
    Salt Lake City, UT
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Farmington, UT
  • 2007-09-18 → 2018-07-13
    Strategic Advisers Llc
    Salt Lake City, UT
    Farmington, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-09-17
S63 Uniform Securities Agent State Law Examination 1998-10-01
  • S66 Uniform Combined State Law Examination
    2007-09-17
  • S63 Uniform Securities Agent State Law Examination
    1998-10-01
Other Names
  • Tommy Allen

View on SEC IAPD

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