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Thomas L. Schiada

Strategic Advisers LLC

Los Alamitos, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Los Alamitos, CA • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Brokerage Services Llc Brea CA 03/2005 Present
Strategic Advisors Inc Brea CA 03/2005 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2005 → Present
    Fidelity Brokerage Services Llc
    Brea, CA
  • 03/2005 → Present
    Strategic Advisors Inc
    Brea, CA
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Los Alamitos, CA
    Palo Alto, CA
  • 2005-05-04 → 2018-07-13
    Strategic Advisers Llc
    Pasadena, CA
    Brea, CA
    Los Angeles, CA
  • 2004-03-29 → 2004-05-10
    Lpl Financial Llc
    Manhatten Beach, CA
  • 1997-07-08 → 2004-02-24
    Ubs Financial Services Inc.
    Long Beach, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-05-22
S63 Uniform Securities Agent State Law Examination 1996-03-15
  • S65 Uniform Investment Adviser Law Examination
    1996-05-22
  • S63 Uniform Securities Agent State Law Examination
    1996-03-15
Other Names
  • Tom Schiada
  • Thomas Leon Schiada

View on SEC IAPD

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