Thomas Skeen

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

• 09/2018 → 01/2019
  Edward Jones
  St Louis, MO
• 09/2014 → 08/2018
  Kenwood Dealer Group
  Cincinnati, OH
• 02/2019 → 11/2021
  Ifs Financial Services
  Cincinnati, OH
• 02/2019 → 11/2021
  Touchstone Securities, Inc.
  Cincinnati, OH
• 11/2021 → Present
  Fidelity Investments
  Merrimack, NH
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-05-05 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Lawrenceburg, IN
• 2019-02-21 → 2021-11-17
  Touchstone Advisors Inc
  Cincinnati, OH
• 2018-11-02 → 2019-01-30
  Edward Jones
  Lawrenceburg, IN
  St Louis, MO
  Lawrenceburg, IN
  Lawrenceburg, IN
  St Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2018-11-01

Other Names

• Thomas Skeen
• Tom Keith Skeen
• Thomas Keith Skeen