Thomas Boyer

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

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

PA RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

Coraopolis, PA • United States

1680 Washington Rd Ste H, Pittsburgh, PA 15241-1213 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy Yes
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Fidelity Brokerage Services, Llc.	Covington	KY	02/2020	Present
Fidelity Investments	Covington	KY	01/2018	02/2020
Northwestern Mutual	Cincinnati	OH	04/2016	01/2018
Fidelity Investments	Boston	MA	03/2025	Present

02/2020 → Present

Fidelity Brokerage Services, Llc.

Covington, KY
01/2018 → 02/2020

Fidelity Investments

Covington, KY
04/2016 → 01/2018

Northwestern Mutual

Cincinnati, OH
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2020-09-02 → 2025-03-31

Fidelity Personal And Workplace Advisors

Covington, KY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-08-14

S66 Uniform Combined State Law Examination

2020-08-14

Designations

Certified Financial Planner

Other Names

Thomas James Boyer
Thomas Boyer

View on SEC IAPD