Best Investors Account Sign in

Thomas Gerstenschlager

Strategic Advisers LLC

Ashburn, VA

Stephenson, VA

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

20465 Exchange St, Ashburn, VA 20147-5940 • United States

Stephenson, VA • 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
Target Corporation Watertown NY 11/2015 06/2019
Eagle Beverage Company Oswego NY 06/2019 04/2020
Student Watertown NY 08/2015 05/2017
Student Potsdam NY 08/2017 05/2019
New York Life Insurance Company Syracuse NY 02/2020 09/2020
Northern Credit Union Watertown NY 09/2020 12/2022
Lpl Financial Watertown NY 11/2020 12/2022
Nylife Securities Llc Dewitt NY 05/2020 09/2020
Clifford Davis Watertown NY 12/2022 09/2023
Northwestern Mutual Investment Services Llc Watertown NY 12/2022 09/2023
Northwestern Mutual Wealth Management Company Milwaukee WI 03/2023 09/2023
Fidelity Investments Ashburn VA 09/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 11/2015 → 06/2019
    Target Corporation
    Watertown, NY
  • 06/2019 → 04/2020
    Eagle Beverage Company
    Oswego, NY
  • 08/2015 → 05/2017
    Student
    Watertown, NY
  • 08/2017 → 05/2019
    Student
    Potsdam, NY
  • 02/2020 → 09/2020
    New York Life Insurance Company
    Syracuse, NY
  • 09/2020 → 12/2022
    Northern Credit Union
    Watertown, NY
  • 11/2020 → 12/2022
    Lpl Financial
    Watertown, NY
  • 05/2020 → 09/2020
    Nylife Securities Llc
    Dewitt, NY
  • 12/2022 → 09/2023
    Clifford Davis
    Watertown, NY
  • 12/2022 → 09/2023
    Northwestern Mutual Investment Services Llc
    Watertown, NY
  • 03/2023 → 09/2023
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 09/2023 → Present
    Fidelity Investments
    Ashburn, VA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-10-11 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Ashburn, VA
  • 2023-01-06 → 2023-09-20
    Northwestern Mutual Investment Services, Llc
    Watertown, NY
  • 2021-06-11 → 2022-12-19
    Lpl Financial Llc
    Lowville, NY
    Carthage, NY
    Adams, NY
    Evans Mills, NY
    Adams, NY
    Gouverneur, NY
    Croghan, NY
    Watertown, NY
    Watertown, NY
    Watertown, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-06-10
  • S66 Uniform Combined State Law Examination
    2021-06-10
Other Names
  • Thomas Gerstenschlager
  • Thomas James Gerstenschlager
  • Thomas Gerstenschlager
  • Tom Gerstenschlager

View on SEC IAPD

More in Ashburn, VA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor