Best Investors Account Sign in

Brendan P. Thon

Strategic Advisers LLC

Clearwater, FL

St. Petersburg, FL

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • FL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

28100 Us Hwy 19 N Ste 101, Clearwater, FL 33761-2657 • United States

St. Petersburg, FL • 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
Fidelity Investments Merrimack NH 02/2021 Present
Cit Bank, N.A. Portsmouth NH 07/2018 02/2021
Martingale Wharf Portsmouth NH 04/2019 08/2019
Tuscan Brands Portsmouth NH 08/2017 07/2018
Wentworth By The Sea New Castle NH 05/2017 08/2017
Unemployed Unemployed MA 03/2017 05/2017
The Poynt Newburyport MA 03/2016 03/2017
Fidelity Investments Boston MA 03/2025 Present
  • 02/2021 → Present
    Fidelity Investments
    Merrimack, NH
  • 07/2018 → 02/2021
    Cit Bank, N.A.
    Portsmouth, NH
  • 04/2019 → 08/2019
    Martingale Wharf
    Portsmouth, NH
  • 08/2017 → 07/2018
    Tuscan Brands
    Portsmouth, NH
  • 05/2017 → 08/2017
    Wentworth By The Sea
    New Castle, NH
  • 03/2017 → 05/2017
    Unemployed
    Unemployed, MA
  • 03/2016 → 03/2017
    The Poynt
    Newburyport, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-07-24 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
    Burlington, MA
    Clearwater, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-07-14
  • S66 Uniform Combined State Law Examination
    2021-07-14
Other Names
  • Brendan Prescott Thon
  • Brendan Thon

View on SEC IAPD

Other Firms

PFS INVESTMENTS INC.
USA FINANCIAL SECURITIES LLC
BEDINGHAUS FINANCIAL GROUP, INC
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
THE HOLLAND GROUP, RETIREMENT WEALTH ADVISORS, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED

Other Investors

HEIDE REBECCA DELUCA
ESTHER LYNN ROPP
PAUL SELF
MICHAEL JAMES BURROWS
ERIK N GOLUB
RAY ALLEN LONG
TODD DANIEL BASLER
JOAN ELISE KREBEL

Other Offices

PFS INVESTMENTS INC. · CLEARWATER, FL
PFS INVESTMENTS INC. · CLEARWATER, FL
PFS INVESTMENTS INC. · CLEARWATER , FL
USA FINANCIAL SECURITIES LLC · Clearwater, FL
BEDINGHAUS FINANCIAL GROUP, INC · CLEARWATER, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Clearwater, FL
EDWARD JONES · CLEARWATER, FL
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · CLEARWATER, FL

More in Clearwater, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor