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Thomas Honan

Strategic Advisers LLC

Jamesburg, NJ

CRD 7330037

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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

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-03-31
  • NJ RA
    APPROVED
    Since 2025-03-31

Branch Locations

Jamesburg, NJ • 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
Securian Financial Services Inc St Paul MN 01/2021 01/2023
Minnesota Life Insurance Co St Paul MN 01/2021 01/2023
Allied Wealth Partners Manasquan NJ 01/2021 01/2023
Nicolos Pizza Old Bridge NJ 01/2014 05/2020
Unemployed Jamesburg NJ 05/2020 09/2020
Hott Carls Pizza Matawan NJ 09/2020 03/2023
Fidelity Investments Jamesburg NJ 03/2023 Present
Door Dash Jamesburg NJ 01/2023 03/2023
Fidelity Investments Boston MA 03/2025 Present
  • 01/2021 → 01/2023
    Securian Financial Services Inc
    St Paul, MN
  • 01/2021 → 01/2023
    Minnesota Life Insurance Co
    St Paul, MN
  • 01/2021 → 01/2023
    Allied Wealth Partners
    Manasquan, NJ
  • 01/2014 → 05/2020
    Nicolos Pizza
    Old Bridge, NJ
  • 05/2020 → 09/2020
    Unemployed
    Jamesburg, NJ
  • 09/2020 → 03/2023
    Hott Carls Pizza
    Matawan, NJ
  • 03/2023 → Present
    Fidelity Investments
    Jamesburg, NJ
  • 01/2023 → 03/2023
    Door Dash
    Jamesburg, NJ
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-11-24 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jamesburg, NJ
  • 2021-04-08 → 2023-01-25
    Securian Financial Services, Inc.
    Manasquan, NJ
Other Businesses

OBA-97770|OrgNmn:Hott Carl's Pizza|Org Addr:Matawan,New Jersey,US|OBA Nature:Catering|Invst Rel:N|Title:Caterer|Duties:Make and serve Pizza|StrtDt:|TotHrs/mon:20|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-02-26
  • S66 Uniform Combined State Law Examination
    2021-02-26
Other Names
  • Thomas John Honan
  • Thomas Honan

View on SEC IAPD

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