Thomas P. Julien

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

• 08/2014 → 06/2019
  Retirement Planning & Investment Services, Llc
  Trenton, MI
• 08/2014 → 06/2019
  Fsc Securities Corp
  Atlanta, GA
• 06/2019 → 04/2023
  Raymond James Financial Services, Inc
  Ann Arbor, MI
• 06/2019 → 04/2023
  Raymond James Financial Services Advisor, Inc
  Ann Arbor, MI
• 06/2019 → 04/2023
  First Financial Strategies
  Plymouth, MI
• 04/2023 → Present
  Fidelity Investments
  Detroit, MI
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-07-19 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Brownstown, MI
• 2019-06-24 → 2023-04-28
  Raymond James Financial Services Advisors, Inc
  Plymouth, MI
• 2016-10-17 → 2018-09-25
  Fsc Securities Corporation
  Trenton, MI

Exams

• S66 Uniform Combined State Law Examination
  2014-11-24
• S63 Uniform Securities Agent State Law Examination
  1992-12-23

Other Names

• Thomas Patrick Julien