Best Investors Account Sign in

Herman E. Thomas

Strategic Advisers LLC

Wheaton, IL

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Wheaton, IL • 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
Fidelity Investments Merrimack NH 11/2010 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 11/2010 → Present
    Fidelity Investments
    Merrimack, NH
  • 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
    Cincinnati, OH
    Wheaton, IL
  • 2014-02-04 → 2018-07-13
    Strategic Advisers Llc
    Chicago, IL
  • 2012-04-05 → 2013-04-12
    Strategic Advisers Llc
    Chicago, IL
    Merrimack, NH
Other Businesses

OBA-126890|OrgNmn:Rental Real Estate|Org Addr:Wheaton,Illinois,US|OBA Nature:My wife an I own a home that w|Invst Rel:Y|Title:Landlord|Duties:I do the lawn care (personally to help my parents, not as the landlord - no financial impact)|StrtDt:|TotHrs/mon:2|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-04-02
S63 Uniform Securities Agent State Law Examination 2011-01-28
  • S66 Uniform Combined State Law Examination
    2012-04-02
  • S63 Uniform Securities Agent State Law Examination
    2011-01-28
Other Names
  • Everett Thomas
  • Herman Thomas
  • Herman Everett Thomas

View on SEC IAPD

More in Wheaton, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor