Thomas B. Egan

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

• 09/2016 → 05/2020
  University Of New Hampshire
  Durham, NH
• 04/2016 → 06/2020
  Westford Wine & Spirits
  Westford, MA
• 06/2018 → 08/2018
  Foundation Medical Partners
  Nashua, NH
• 09/2018 → 04/2019
  University Of New Hampshire Survey Center
  Durham, NH
• 05/2019 → 10/2019
  Northwestern Mutual
  Boston, MA
• 06/2020 → Present
  Fidelity Investments
  Merrimack, NH
• 11/2018 → 02/2020
  University Of New Hampshire Student Recreation
  Durham, NH
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-03-03 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Merrimack, NH

Exams

• S66 Uniform Combined State Law Examination
  2021-02-19
• S63 Uniform Securities Agent State Law Examination
  2020-11-09

Other Names

• Thomas Egan
• Thomas Brian Egan