Thomas E Walter

Strategic Advisers LLC

St. Petersburg, FL

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-03-31
IL	RA	APPROVED	2025-03-31
TX	RA	APPROVED_RES	2025-03-31

FL RA
APPROVED

Since 2025-03-31
IL RA
APPROVED

Since 2025-03-31
TX RA
APPROVED_RES

Since 2025-03-31

Branch Locations

St. Petersburg, FL • United States

47 E Chicago Ave, Naperville, IL 60540-5325 • 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

Organization	City	State	From	To
Fidelity Investments	Chicago	IL	11/2007	Present
Fidelity Personal And Workplace Advisors	Boston	MA	07/2018	Present
Fidelity Investments	Boston	MA	03/2025	Present

11/2007 → Present

Fidelity Investments

Chicago, IL
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

Naperville, IL

South Pasadena, FL
2008-08-07 → 2018-07-13

Strategic Advisers Llc

Chicago, IL

Naperville, IL

Other Businesses

OBA-127580|OrgNmn:Hemingway HOA Board|Org Addr:South Pasa,Florida,US|OBA Nature:HOA Board|Invst Rel:N|Title:President |Duties:Board Member |StrtDt:07-24-26|TotHrs/mon:10|TrdHrs/mon:0|

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2008-08-06

S66 Uniform Combined State Law Examination

2008-08-06

View on SEC IAPD

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