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Thomas Vondra

Strategic Advisers LLC

Broomfield, CO

Lafayette, CO

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

281 E. Flatiron Crossing Dr, Broomfield, CO 80021-8055 • United States

Lafayette, CO • 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 Broomfield CO 02/2016 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2016 → Present
    Fidelity Brokerage Services Llc
    Broomfield, CO
  • 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
    Lafayette, CO
    Broomfield, CO
  • 2016-04-20 → 2018-07-13
    Strategic Advisers Llc
    Broomfield, CO
  • 2010-04-01 → 2016-02-12
    Ameriprise Financial Services, Llc
    Las Vegas, NV
    Minneapolis, MN
    Las Vegas, NV
    Las Vegas, NV
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-12-05
S63 Uniform Securities Agent State Law Examination 2008-02-20
  • S65 Uniform Investment Adviser Law Examination
    2011-12-05
  • S63 Uniform Securities Agent State Law Examination
    2008-02-20
Other Names
  • Tj Vondra
  • Thomas John Vondra

View on SEC IAPD

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