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Thomas John Shook

Strategic Advisers LLC

Clarkston, MI

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • MI RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Clarkston, MI • 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
Morgan Stanley Troy MI 09/2018 02/2020
Unemployed Bloomfield Hills MI 06/2018 09/2018
Oakland University Rochester MI 01/2016 06/2018
Morgan Stanley Private Bank, N.A. New York NY 11/2018 02/2020
E*Trade Securities Llc Chicago IL 02/2020 06/2021
E*Trade Capital Management Llc Chicago IL 02/2020 06/2021
Fidelity Brokerage Services Llc Westlake TX 07/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2018 → 02/2020
    Morgan Stanley
    Troy, MI
  • 06/2018 → 09/2018
    Unemployed
    Bloomfield Hills, MI
  • 01/2016 → 06/2018
    Oakland University
    Rochester, MI
  • 11/2018 → 02/2020
    Morgan Stanley Private Bank, N.A.
    New York, NY
  • 02/2020 → 06/2021
    E*Trade Securities Llc
    Chicago, IL
  • 02/2020 → 06/2021
    E*Trade Capital Management Llc
    Chicago, IL
  • 07/2021 → Present
    Fidelity Brokerage Services Llc
    Westlake, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-08-18 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
  • 2020-02-11 → 2021-07-08
    Harrisdirect Llc
    Chicago, IL
    Arlington, VA
    Chicago, IL
  • 2018-11-21 → 2020-01-27
    Morgan Stanley
    Birmingham, MI
    Troy, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-11-21
  • S66 Uniform Combined State Law Examination
    2018-11-21
Other Names
  • T.J. Shook

View on SEC IAPD

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