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Thomas Richard Proctor

Proctor Advisory Wealth, LLC

Wexford, PA

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Current Employers
Proctor Advisory Wealth, Llc

Wexford, PA • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-05-05
  • PA RA
    APPROVED
    Since 2026-05-05

Branch Locations

Wexford, PA • 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 Investments Cincinnati OH 08/1999 10/2025
Proctor Advisory Wealth, Llc Wexford OR 12/2025 Present
Strategic Advisers, Inc. Cincinnati OH 03/2025 10/2025
  • 08/1999 → 10/2025
    Fidelity Investments
    Cincinnati, OH
  • 12/2025 → Present
    Proctor Advisory Wealth, Llc
    Wexford, OR
  • 03/2025 → 10/2025
    Strategic Advisers, Inc.
    Cincinnati, OH
Previous Registrations
  • 2025-03-31 → 2025-10-21
    Strategic Advisers Llc
    Boston, MA
    Cranberry Twp, PA
    Wexford, PA
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Township, PA
    Wexford, PA
  • 2006-09-25 → 2018-07-13
    Strategic Advisers Llc
    Wexford, PA
    Cranberry Township, PA
  • 2001-12-31 → 2006-08-11
    Strategic Advisers Llc
    Wexford, PA
Other Businesses

Bethany Lutheran Church- President Licensed to sell insurance

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-08-06
S63 Uniform Securities Agent State Law Examination 1999-12-17
  • S66 Uniform Combined State Law Examination
    2001-08-06
  • S63 Uniform Securities Agent State Law Examination
    1999-12-17
Designations

View on SEC IAPD

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