Braden Alan Thomas

Strategic Advisers LLC

CRD 8164855

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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:

Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2026-01-09

CA RA
APPROVED

Since 2026-01-09

Branch Locations

Fair Oaks, CA • United States

2277 Fair Oaks Blvd Stes 150, 155, Sacramento, CA 95825-5598 • 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

Organization	City	State	From	To
Unemployed	Fair Oaks	CA	08/2015	08/2021
Fidelity Investments	Sacramento	CA	09/2025	Present
North Ridge Country Club	Fair Oaks	CA	08/2021	08/2025
Sierra College	Rocklin	CA	08/2021	05/2023
California State University, Sacramento	Sacramento	CA	08/2023	05/2025

08/2015 → 08/2021

Unemployed

Fair Oaks, CA
09/2025 → Present

Fidelity Investments

Sacramento, CA
08/2021 → 08/2025

North Ridge Country Club

Fair Oaks, CA
08/2021 → 05/2023

Sierra College

Rocklin, CA
08/2023 → 05/2025

California State University, Sacramento

Sacramento, CA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-01-05

S66 Uniform Combined State Law Examination

2026-01-05

Other Names

Braden Thomas

View on SEC IAPD

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