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Thomas Oleary

Strategic Advisers LLC

Gloucester, MA

Smithfield, RI

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-07-30
RI RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • MA RA
    APPROVED
    Since 2026-07-30
  • RI RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Gloucester, MA • United States

900 Salem Street, Smithfield, RI 02917-1243 • 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
Hingham Tennis Club Hinghmam MA 06/2015 08/2018
Roger Williams University Bristol RI 08/2016 05/2020
Mount Hope Farm Bristol RI 06/2019 08/2019
Stonington Historical Society Stonington CT 06/2020 10/2020
Mystic Market Mystic CT 07/2020 11/2020
Saint Johns The Avangelist Canton MA 01/2021 03/2021
Stoughton Public Schools Stoughton MA 02/2021 03/2021
Sentient Jet Quincy MA 03/2021 09/2021
Fidelity Investments Smithfield RI 09/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2015 → 08/2018
    Hingham Tennis Club
    Hinghmam, MA
  • 08/2016 → 05/2020
    Roger Williams University
    Bristol, RI
  • 06/2019 → 08/2019
    Mount Hope Farm
    Bristol, RI
  • 06/2020 → 10/2020
    Stonington Historical Society
    Stonington, CT
  • 07/2020 → 11/2020
    Mystic Market
    Mystic, CT
  • 01/2021 → 03/2021
    Saint Johns The Avangelist
    Canton, MA
  • 02/2021 → 03/2021
    Stoughton Public Schools
    Stoughton, MA
  • 03/2021 → 09/2021
    Sentient Jet
    Quincy, MA
  • 09/2021 → Present
    Fidelity Investments
    Smithfield, RI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-11-21 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Pawtucket, RI
    Smithfield, RI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-29
S63 Uniform Securities Agent State Law Examination 2022-08-01
  • S66 Uniform Combined State Law Examination
    2024-10-29
  • S63 Uniform Securities Agent State Law Examination
    2022-08-01
Other Names
  • Thomas Joseph Oleary
  • Tom Oleary
  • Thomas Oleary

View on SEC IAPD

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