Thomas Chad Rutherford

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 → Present
  Fidelity Brokerage Services Llc
  Johnson City, TN
• 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
  Kingsport, TN
  Johnson City, TN
• 2015-03-26 → 2018-07-13
  Strategic Advisers Llc
  Johnson City, TN
• 2014-07-07 → 2015-03-10
  Edward Jones
  Kingsport, TN
  St Louis, MO

Other Businesses

OBA-132449|OrgNmn:Farm|Org Addr:Edison ,Tennessee,US|OBA Nature:Farm, raising crops for sale, |Invst Rel:N|Title:Farmer owner|Duties:Farm|StrtDt:08-28-26|TotHrs/mon:5|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2014-05-09

Designations

• Certified Financial Planner