Marc A. Thompson

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

• 03/2025 → Present
  Fidelity Investments
  Boston, MA
• 03/2023 → Present
  Fidelity Investments
  Greenwood Village, CO
• 03/2019 → 12/2022
  Ameriprise Financial Services Inc.
  Redwood Shores, CA
• 05/2010 → 11/2018
  Morgan Stanley
  Menlo Park, CA
• 12/2018 → 02/2019
  Unemployed
  Belmont, CA

Previous Registrations

• 2023-03-24 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Belmont, CA
• 2019-03-15 → 2023-01-06
  Ameriprise Financial Services, Llc
  Redwood City, CA
• 2010-05-28 → 2018-12-19
  Morgan Stanley
  Menlo Park, CA
• 2005-05-10 → 2010-06-04
  Ubs Financial Services Inc.
  Palo Alto, CA
  Menlo Park, CA
• 2003-11-14 → 2004-08-18
  Rbc Capital Markets, Llc
  Oakland, CA
• 2003-04-10 → 2003-06-03
  Ameriprise Financial Services, Llc
  Redwood Shores, CA
• 2001-10-23 → 2003-02-04
  Morgan Stanley Dw Inc.
  Cupertino, CA

Exams

• S66 Uniform Combined State Law Examination
  2001-09-05

Other Names

• Marc Anthony Thompson
• Marc Thompson