Thomas R. Dimona

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

• 09/2013 → 05/2017
  Student
  Richland, NJ
• 02/2016 → 01/2020
  Medford Leas
  Medford, NJ
• 09/2017 → 12/2018
  Student
  Waltham, MA
• 01/2019 → 12/2022
  Student
  New Brunswick, NJ
• 12/2021 → 09/2022
  At&T
  Medford, NJ
• 10/2022 → 12/2022
  Verizon
  Medford, NJ
• 07/2021 → 10/2021
  Amazon
  Burlington, NJ
• 09/2017 → 12/2018
  Bentley University
  Waltham, NJ
• 01/2023 → 10/2023
  Unemployed
  Medford, NJ
• 10/2023 → Present
  Fidelity Investments
  Marlton, NJ

Exams

• S66 Uniform Combined State Law Examination
  2024-05-03

Other Names

• Thomas Robert Dimona
• Tom Dimona
• Tommy Dimona
• Thomas Dimona