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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-03-31
NH RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • MA RA
    APPROVED
    Since 2025-03-31
  • NH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Duxbury, MA • United States

50 Derby St Ste 100, Hingham, MA 02043-3740 • 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
Green Pond Tackle 366 Menauhunt Rd, East Falmouth, 02536 MA 04/2020 09/2020
Mcgill University 845 Sherbrooke St W, Montreal, Quebec, H3A 0G4 09/2015 04/2020
University Of Sydney 112A Church St, Camperdown, Nsw, 2050, Sydney 09/2018 12/2018
Beauport Hotel 55 Commercial St, Gloucester, 01930 MA 05/2017 09/2018
Fidelity Investments Merrimack NH 10/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2020 → 09/2020
    Green Pond Tackle
    366 Menauhunt Rd, East Falmouth, 02536, MA
  • 09/2015 → 04/2020
    Mcgill University
    845 Sherbrooke St W, Montreal, Quebec, H3A 0G4
  • 09/2018 → 12/2018
    University Of Sydney
    112A Church St, Camperdown, Nsw, 2050, Sydney
  • 05/2017 → 09/2018
    Beauport Hotel
    55 Commercial St, Gloucester, 01930, MA
  • 10/2020 → Present
    Fidelity Investments
    Merrimack, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-04-01 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
    Charlestown, MA
    Hingham, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-03-02
  • S66 Uniform Combined State Law Examination
    2021-03-02
Designations
Other Names
  • Thomas Dyson Erickson
  • Thomas Erickson

View on SEC IAPD

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