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Vincent Thornton

Strategic Advisers LLC

Houston, PA

Pittsburgh, PA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-02-04
PA RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2026-02-04
  • PA RA
    APPROVED
    Since 2025-03-31

Branch Locations

Houston, PA • United States

1680 Washington Rd Ste H, Pittsburgh, PA 15241-1213 • 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
Citizens Securities Inc Pittsburgh PA 05/2016 09/2021
Citizens Bank Pittsburgh PA 07/2014 09/2021
Citizens Securities Inc. Pittsburgh PA 04/2023 10/2024
Citizens Bank Pittsburgh PA 12/2019 09/2021
Fidelity Investments Pittsburgh PA 10/2024 Present
Jpmorgan Chase Bank, N.A. Canonsburg PA 09/2021 04/2023
J.P. Morgan Securities Llc Canonsburg PA 09/2021 04/2023
Fidelity Investments Boston MA 03/2025 Present
  • 05/2016 → 09/2021
    Citizens Securities Inc
    Pittsburgh, PA
  • 07/2014 → 09/2021
    Citizens Bank
    Pittsburgh, PA
  • 04/2023 → 10/2024
    Citizens Securities Inc.
    Pittsburgh, PA
  • 12/2019 → 09/2021
    Citizens Bank
    Pittsburgh, PA
  • 10/2024 → Present
    Fidelity Investments
    Pittsburgh, PA
  • 09/2021 → 04/2023
    Jpmorgan Chase Bank, N.A.
    Canonsburg, PA
  • 09/2021 → 04/2023
    J.P. Morgan Securities Llc
    Canonsburg, PA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-10-18 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Pittsburgh, PA
  • 2023-04-24 → 2024-10-04
    Citizens Securities, Inc.
    West Palm Beach, FL
    Pittsburgh, PA
  • 2022-04-25 → 2023-04-26
    J.P. Morgan Securities Llc
    Canonsburg, PA
    Sewickley, PA
    Pittsburgh, PA
  • 2019-02-11 → 2021-09-13
    Citizens Securities, Inc.
    Bellevue, PA
    Pittsburgh, PA
    Bethel Park, PA
    Bethel Park, PA
    Monroeville, PA
    Pittsburgh, PA
    Monroeville, PA
    Bethel Park, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-02-11
S63 Uniform Securities Agent State Law Examination 2016-11-09
  • S65 Uniform Investment Adviser Law Examination
    2019-02-11
  • S63 Uniform Securities Agent State Law Examination
    2016-11-09
Other Names
  • Vincent Thornton
  • Vincent James Thornton

View on SEC IAPD

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JOSHUA REED STEIN

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PNC WEALTH MANAGEMENT LLC · WASHINGTON, PA
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