Thomas F. Fay

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-05-15
VA	RA	APPROVED	2025-03-31

TX RA
APPROVED

Since 2026-05-15
VA RA
APPROVED

Since 2025-03-31

Branch Locations

Reston, VA • 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

Organization	City	State	From	To
Edelman Financial Services Llc	Fairfax	VA	08/2014	02/2018
Ef Legacy Securities, Llc	Henrico	VA	04/2016	02/2018
Ameriprise Financial Services	Fairfax	VA	02/2018	10/2022
Fidelity Investments	Reston	VA	01/2023	Present
Fidelity Investments	Boston	MA	03/2025	Present

08/2014 → 02/2018

Edelman Financial Services Llc

Fairfax, VA
04/2016 → 02/2018

Ef Legacy Securities, Llc

Henrico, VA
02/2018 → 10/2022

Ameriprise Financial Services

Fairfax, VA
01/2023 → Present

Fidelity Investments

Reston, VA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2023-02-10 → 2025-03-31

Fidelity Personal And Workplace Advisors

Reston, VA
2018-05-25 → 2022-10-19

Ameriprise Financial Services, Llc

Fairfax, VA
2014-08-18 → 2018-02-26

Edelman Financial Services, Llc

Ashburn, VA

Fairfax, VA
2013-12-17 → 2014-06-30

Pruco Securities, Llc.

Hunt Valley, MD

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2013-12-06
S63	Uniform Securities Agent State Law Examination	2013-04-16

S65 Uniform Investment Adviser Law Examination

2013-12-06
S63 Uniform Securities Agent State Law Examination

2013-04-16

Designations

Other Names

Thomas Francis Fay
Thomas Francis Fay
Thomas Francis Fay

View on SEC IAPD

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