Brett Thornock

Strategic Advisers LLC

Claim This Profile

Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

OH RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

Mason, 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

Organization	City	State	From	To
New York Life Insurance Company	Dallas	TX	12/2014	06/2020
Nylife Securities Llc	Dallas	TX	01/2015	06/2020
Ohio National Financial Services	Cincinnati	OH	06/2020	05/2022
The O.N. Equity Sales Company	Cincinnati	OH	09/2020	05/2022
Fidelity Investments	Merrimack	NH	05/2022	Present
Fidelity Investments	Boston	MA	03/2025	Present

12/2014 → 06/2020

New York Life Insurance Company

Dallas, TX
01/2015 → 06/2020

Nylife Securities Llc

Dallas, TX
06/2020 → 05/2022

Ohio National Financial Services

Cincinnati, OH
09/2020 → 05/2022

The O.N. Equity Sales Company

Cincinnati, OH
05/2022 → Present

Fidelity Investments

Merrimack, NH
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2022-08-10 → 2025-03-31

Fidelity Personal And Workplace Advisors

Mason, OH

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-07-18

S66 Uniform Combined State Law Examination

2022-07-18

Designations

Other Names

Brett Christopher Thornock

View on SEC IAPD

More in Mason, OH

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor