Thomas Wood

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

• 04/2022 → Present
  Fidelity Investments
  Jacksonville, FL
• 09/2021 → 03/2022
  Vacasa
  Gulf Shores, AL
• 03/2018 → 09/2021
  Meyer Vacation Rentals
  Gulf Shores, AL
• 12/2017 → 03/2018
  Unemployed
  Elberta, AL
• 10/2016 → 12/2017
  Tower Loan
  Bessemer, AL
• 07/2016 → 10/2016
  Unemployed
  Elberta, AL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-02-14 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Jacksonville, FL

Exams

• S66 Uniform Combined State Law Examination
  2024-02-02
• S63 Uniform Securities Agent State Law Examination
  2022-08-08

Other Names

• Thomas Andrew Wood
• Thomas Wood