Thomas O. Eifler

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2016 → 05/2017
  University Of Louisville
  Louisville, KY
• 05/2017 → 08/2017
  St. Matthews Feed And Seed
  Louisville, KY
• 08/2017 → 11/2017
  The Red Onion
  Aspen, CO
• 11/2017 → 04/2018
  Residences At The Little Nell
  Aspen, CO
• 05/2018 → 08/2018
  Unemployed
  Louisville, KY
• 08/2018 → 12/2020
  The University Of Kentucky
  Lexington, KY
• 05/2020 → 08/2020
  Auour Investments
  Wenham, MA
• 09/2018 → 04/2019
  21C Hotel
  Lexington, KY
• 05/2019 → 08/2019
  Residences At The Little Nell
  Aspen, CO
• 08/2019 → 12/2019
  21C Hotel
  Lexington, KY
• 02/2021 → Present
  Fidelity Investments
  Westlake, TX
• 01/2021 → 02/2021
  Unemployed
  Louisville, KY
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-06-08 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Westlake, TX

Exams

• S66 Uniform Combined State Law Examination
  2022-05-26
• S63 Uniform Securities Agent State Law Examination
  2021-07-16

Other Names

• Thomas O'HEarn Eifler
• T.O. O'HEarn Eifler
• Thomas Ohearn Eifler
• Thomas O'HEarn Eifler