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Thomas J Shiel

Strategic Advisers LLC

Raleigh, NC

Raleigh, NC

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-07-06
NC RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2026-07-06
  • NC RA
    APPROVED
    Since 2025-03-31

Branch Locations

Raleigh, NC • United States

4509 Creedmoor Rd Suite 101, Raleigh, NC 27612-3859 • 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 Llc Atlanta GA 05/2001 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2001 → Present
    Fidelity Brokerage Services Llc
    Atlanta, GA
  • 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
    Raleigh, NC
    Raleigh, NC
  • 2005-04-20 → 2018-07-13
    Strategic Advisers Llc
    Cary, NC
    Atlanta, GA
    Atlanta, GA
    Durham, NC
    Durham, NC
  • 2005-04-27 → 2007-03-28
    Fidelity Personal Trust Company, Fsb
    Atlanta, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-04-08
S65 Uniform Investment Adviser Law Examination 1998-05-27
S63 Uniform Securities Agent State Law Examination 1998-04-14
  • S66 Uniform Combined State Law Examination
    2005-04-08
  • S65 Uniform Investment Adviser Law Examination
    1998-05-27
  • S63 Uniform Securities Agent State Law Examination
    1998-04-14
Other Names
  • Thomas Joseph Shiel

View on SEC IAPD

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