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Tom Varghese

Strategic Advisers LLC

Oviedo, FL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Oviedo, FL • 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
Edward Jones St Louis MO 05/2019 10/2019
Rp Funding Maitland FL 11/2015 04/2018
Loan Flight Lending Llc Lake Mary FL 05/2018 11/2018
Vankeef Financial Llc Lake Mary FL 12/2018 01/2020
Mml Investors Services Orlando FL 02/2020 03/2020
Massmutual Orlando FL 11/2019 03/2020
Axa Advisors New York NY 03/2020 06/2020
Equitable Advisors, Llc New York NY 03/2020 11/2020
Bny Melllon Lake Mary FL 07/2020 08/2021
Cwm, Llc. Omaha NE 08/2021 03/2022
Carson Wealth Orlando FL 08/2021 03/2022
Fidelity Investments Westlake TX 07/2022 Present
Unemployed Oviedo FL 03/2022 07/2022
Fidelity Investments Boston MA 03/2025 Present
  • 05/2019 → 10/2019
    Edward Jones
    St Louis, MO
  • 11/2015 → 04/2018
    Rp Funding
    Maitland, FL
  • 05/2018 → 11/2018
    Loan Flight Lending Llc
    Lake Mary, FL
  • 12/2018 → 01/2020
    Vankeef Financial Llc
    Lake Mary, FL
  • 02/2020 → 03/2020
    Mml Investors Services
    Orlando, FL
  • 11/2019 → 03/2020
    Massmutual
    Orlando, FL
  • 03/2020 → 06/2020
    Axa Advisors
    New York, NY
  • 03/2020 → 11/2020
    Equitable Advisors, Llc
    New York, NY
  • 07/2020 → 08/2021
    Bny Melllon
    Lake Mary, FL
  • 08/2021 → 03/2022
    Cwm, Llc.
    Omaha, NE
  • 08/2021 → 03/2022
    Carson Wealth
    Orlando, FL
  • 07/2022 → Present
    Fidelity Investments
    Westlake, TX
  • 03/2022 → 07/2022
    Unemployed
    Oviedo, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-10-21 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Oviedo, FL
  • 2021-08-27 → 2022-03-30
    Cwm, Llc
    Omaha, NE
    Orlando, FL
  • 2020-02-06 → 2020-03-17
    Mml Investors Services, Llc
    Orlando, FL
  • 2019-09-11 → 2019-10-28
    Edward Jones
    Oviedo, FL
    St Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-09-09
S63 Uniform Securities Agent State Law Examination 1995-03-31
  • S66 Uniform Combined State Law Examination
    2019-09-09
  • S63 Uniform Securities Agent State Law Examination
    1995-03-31

View on SEC IAPD

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