Tony W Toombs

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

• 03/2015 → 10/2016
  Wealthspan Financial Group
  Atlanta, GA
• 12/2015 → 10/2016
  Lpl Financial
  Atlanta, GA
• 10/2016 → 08/2018
  Bank Of America, N.A.
  Atlanta, GA
• 10/2016 → 08/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Atlanta, GA
• 09/2018 → 02/2019
  Alfa Insurance
  Canton, GA
• 03/2019 → 08/2019
  Unemployed
  Woodstock, GA
• 09/2019 → 03/2021
  Western Southern Life
  Norcross, GA
• 09/2019 → 03/2021
  W&S Brokerage Services
  Cincinnati, OH
• 03/2021 → Present
  Fidelity Investments
  Jacksonville, FL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-06-01 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Jacksonville, FL
• 2019-12-09 → 2021-03-24
  W&S Brokerage Services, Inc.
  Peachtree Corner, GA
• 2016-11-01 → 2018-09-04
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Atlanta, GA
  Atlanta, GA
  Woodstock, GA
• 2015-12-21 → 2016-10-31
  Lpl Financial Llc
  Suwanee, GA
  Atlanta, GA
  San Diego, CA
• 2015-04-24 → 2015-12-21
  Securian Financial Services, Inc.
  Atlanta, GA
• 2005-12-07 → 2014-07-03
  Osaic Wealth, Inc.
  Warner Robins, GA
  Hawkinsville, GA
  Warner Robins, GA
• 2003-04-10 → 2003-09-11
  Raymond James Financial Services, Inc.
  Warner Robins, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-09-28
• S63 Uniform Securities Agent State Law Examination
  1996-04-17

Other Names

• Tony Wayne Toombs