Thomas S. Kingsley

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

• 12/2012 → 02/2019
  Bloomberg Tradebook Singapore Pte. Ltd
  Singapore
• 07/2016 → 02/2019
  Bloomberg Tradebook Llc
  New York, NY
• 07/2021 → Present
  Fidelity Investments
  Covington, KY
• 03/2019 → 06/2019
  Unemployed
  Upper Saddle River, NJ
• 08/2019 → 06/2021
  Telk Group
  New York, NY
• 03/2020 → 06/2021
  Gerson Lehrman Group (Glg)
  New York, NY
• 03/2020 → 06/2021
  Third Bridge
  New York, NY
• 03/2020 → 06/2021
  Alphasights
  New York, NY
• 10/2020 → 06/2021
  Guidepoint
  New York, NY
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-02-18 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Upper Saddle River, NJ

Exams

• S66 Uniform Combined State Law Examination
  2021-08-25
• S63 Uniform Securities Agent State Law Examination
  2005-05-09
• S65 Uniform Investment Adviser Law Examination
  1995-02-22

Other Names

• Thomas Kingsley
• Thomas Steven Kingsley