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Thomas B Walker

Strategic Advisers LLC

Chestnut Hill, MA

East Boston, MA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-03-31
  • MA RA
    APPROVED
    Since 2025-03-31

Branch Locations

220 Boylston St Suite C115, Chestnut Hill, MA 02467-2077 • United States

East Boston, MA • 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
Unemployed Boston MA 08/2018 06/2019
Rockland Trust Nantucket MA 06/2022 08/2022
Unemployed Boston MA 06/2017 08/2017
Unemployed Geneva NY 08/2020 05/2021
Unemployed Boston MA 05/2020 08/2020
New Bedford Yacht Club South Dartmouth MA 06/2019 08/2019
Fidelity Investments Chestnut Hill MA 06/2023 08/2023
Unemployed Boston MA 08/2019 05/2020
Fidelity Investments Chestnut Hill MA 08/2024 Present
Nantucket Yacht Club Nantucket MA 06/2021 08/2021
Unemployed Geneva NY 08/2023 05/2024
Unemployed Geneva NY 08/2021 05/2022
Unemployed Boston MA 08/2017 06/2018
Unemployed Boston MA 05/2021 06/2021
Unemployed Boston MA 05/2022 06/2022
Unemployed Boston MA 09/2016 06/2017
Unemployed Boston MA 07/2016 09/2016
Unemployed Boston MA 05/2024 06/2024
Unemployed Boston MA 05/2023 06/2023
New Bedford Yacht Club South Dartmouth MA 07/2018 08/2018
Unemployed Boston MA 06/2018 07/2018
Unemployed Geneva NY 08/2022 05/2023
Frontier Security Strategies Boston MA 06/2024 08/2024
Fidelity Investments Boston MA 03/2025 Present
  • 08/2018 → 06/2019
    Unemployed
    Boston, MA
  • 06/2022 → 08/2022
    Rockland Trust
    Nantucket, MA
  • 06/2017 → 08/2017
    Unemployed
    Boston, MA
  • 08/2020 → 05/2021
    Unemployed
    Geneva, NY
  • 05/2020 → 08/2020
    Unemployed
    Boston, MA
  • 06/2019 → 08/2019
    New Bedford Yacht Club
    South Dartmouth, MA
  • 06/2023 → 08/2023
    Fidelity Investments
    Chestnut Hill, MA
  • 08/2019 → 05/2020
    Unemployed
    Boston, MA
  • 08/2024 → Present
    Fidelity Investments
    Chestnut Hill, MA
  • 06/2021 → 08/2021
    Nantucket Yacht Club
    Nantucket, MA
  • 08/2023 → 05/2024
    Unemployed
    Geneva, NY
  • 08/2021 → 05/2022
    Unemployed
    Geneva, NY
  • 08/2017 → 06/2018
    Unemployed
    Boston, MA
  • 05/2021 → 06/2021
    Unemployed
    Boston, MA
  • 05/2022 → 06/2022
    Unemployed
    Boston, MA
  • 09/2016 → 06/2017
    Unemployed
    Boston, MA
  • 07/2016 → 09/2016
    Unemployed
    Boston, MA
  • 05/2024 → 06/2024
    Unemployed
    Boston, MA
  • 05/2023 → 06/2023
    Unemployed
    Boston, MA
  • 07/2018 → 08/2018
    New Bedford Yacht Club
    South Dartmouth, MA
  • 06/2018 → 07/2018
    Unemployed
    Boston, MA
  • 08/2022 → 05/2023
    Unemployed
    Geneva, NY
  • 06/2024 → 08/2024
    Frontier Security Strategies
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-01-02 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Weston, MA
    Chestnut Hill, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-11
  • S66 Uniform Combined State Law Examination
    2024-12-11
Other Names
  • Thomas B Walker
  • Thomas Walker

View on SEC IAPD

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CITIZENS SECURITIES, INC.
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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
TRIBECA INVESTMENT INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

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K WYATT WILMSHURST
John Doherty
JAMES THOMAS DUGAN
SAMUEL SMITH

Other Offices

CHARLES SCHWAB & CO., INC. · Chestnut Hill, MA
SCHWAB WEALTH ADVISORY, INC. · Chestnut Hill, MA
ESPLANADE CAPITAL LLC · CHESTNUT HILL, MA
CITIZENS SECURITIES, INC. · CHESTNUT HILL, MA
COMMONWEALTH FINANCIAL NETWORK · CHESTNUT HILL, MA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · CHESTNUT HILL, MA
TRIBECA INVESTMENT INC. · CHESTNUT HILL, MA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Newton, MA

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