Thomas Larry Bolman

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

• 09/2023 → 03/2024
  American Cruise Lines
  Sandy, UT
• 09/2024 → 01/2025
  Canyons School District
  Sandy, UT
• 10/2019 → 03/2020
  Service Abroad
  Santo Domingo
• 08/2024 → 01/2025
  Jordan School District
  West Jordan, UT
• 01/2021 → 04/2021
  Riverton Hardware
  Riverton, UT
• 04/2021 → 11/2024
  Doordash
  West Jordan, UT
• 10/2018 → 02/2019
  Homegoods
  Riverton, UT
• 06/2019 → 07/2019
  Clark'S Quality Roofing
  Murray, UT
• 04/2023 → 09/2024
  T&R Window Pros
  West Jordan, UT
• 04/2018 → 06/2018
  West Jordan Copper Hills Baseball
  West Jordan, UT
• 04/2022 → 04/2023
  Lendingclub
  Lehi, UT
• 07/2020 → 08/2020
  -Unemployed
  West Jordan, UT
• 03/2019 → 05/2019
  Waterworks Express Car Wash
  West Jordan, UT
• 01/2025 → Present
  Fidelity Investments
  Salt Lake City, UT
• 05/2024 → 07/2024
  Guidetoinsure/Policyscout
  South Jordan, UT
• 10/2020 → 12/2020
  Ups
  Vineyard, UT
• 07/2019 → 04/2020
  -Unemployed
  West Jordan, UT
• 04/2017 → 06/2017
  West Jordan Copper Hills Baseball
  West Jordan, UT
• 10/2014 → 06/2019
  Middle School/High School
  West Jordan, UT
• 05/2020 → 07/2020
  New Power
  Riverside, CA
• 04/2020 → 05/2020
  Surloc
  Salt Lake City, UT
• 07/2021 → 04/2022
  Academy Mortgage
  Draper, UT
• 04/2021 → 06/2021
  Mo Bettahs
  Vineyard, UT
• 12/2020 → 01/2021
  -Unemployed
  Vineyard, UT
• 08/2020 → 10/2020
  Gohealth
  Lindon, UT
• 05/2019 → 06/2019
  Crumbl Cookie
  West Jordan, UT
• 08/2021 → 12/2024
  Salt Lake Community College
  Salt Lake City, UT

Exams

• S66 Uniform Combined State Law Examination
  2026-03-02
• S63 Uniform Securities Agent State Law Examination
  2025-03-27

Other Names

• Tom Larry Bolman
• Thomas Bolman