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Thomas M. Zehnder

Strategic Advisers LLC

Cincinnati, OH

CRD 6032554

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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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Cincinnati, OH • 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 Covington KY 02/2012 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2012 → Present
    Fidelity Brokerage Services Llc
    Covington, KY
  • 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
    Cincinnati, OH
  • 2013-03-12 → 2018-07-13
    Strategic Advisers Llc
    Covington, KY
Other Businesses

OBA-111224|OrgNmn:Grande Dame Properties LLC|Org Addr:Cincinnati,Ohio,US|OBA Nature:Umbrella company to hold our o|Invst Rel:Y|Title:Owner/President|Duties:Management|StrtDt:08-08-23|TotHrs/mon:4|TrdHrs/mon:0|OBA-111337|OrgNmn:3140 Montana LLC|Org Addr:Cincinnati,Ohio,US|OBA Nature:Holding Company|Invst Rel:Y|Title:owner/manager|Duties:management|StrtDt:|TotHrs/mon:1|TrdHrs/mon:0|OBA-14550|OrgNmn:2119 Fulton LLC|Org Addr:Cincinnati,Ohio,US|OBA Nature:Real Estate|Invst Rel:Y|Title:Owner|Duties:Manage the property|StrtDt:01-30-20|TotHrs/mon:2|TrdHrs/mon:0|OBA-16547|OrgNmn:1336 William Howard Taft LLC|Org Addr:Cincinnati,Ohio,US|OBA Nature:Property Management|Invst Rel:Y|Title:Owner|Duties:Property management|StrtDt:04-19-18|TotHrs/mon:1|TrdHrs/mon:0|OBA-125329|OrgNmn:4174 Hamilton Ave LLC|Org Addr:Cincinnati,Ohio,US|OBA Nature:Owner/Landlord, Residential Re|Invst Rel:Y|Title:Owner|Duties:Manage the property|StrtDt:11-17-25|TotHrs/mon:1|TrdHrs/mon:0|OBA-111335|OrgNmn:4391 School Section Road LLC|Org Addr:Cincinnati,Ohio,US|OBA Nature:Holding company|Invst Rel:Y|Title:Owner|Duties:general property management|StrtDt:04-22-24|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-03-07
S63 Uniform Securities Agent State Law Examination 2012-05-18
  • S66 Uniform Combined State Law Examination
    2013-03-07
  • S63 Uniform Securities Agent State Law Examination
    2012-05-18
Other Names
  • Tom Michael Zehnder
  • Thomas Michael Zehnder

View on SEC IAPD

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