Best Investors Account Sign in

Thomas Biroschik

Strategic Advisers LLC

Winter Park, FL

Orlando, FL

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • FL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

900 North Orlando Ave, Winter Park, FL 32789-2924 • United States

Orlando, FL • 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
Fidelity Investments Jacksonville FL 05/2022 Present
Ups Jacksonvile FL 08/2020 05/2022
Vans Orange Park FL 11/2019 08/2020
Middleburg High School Middleburg FL 08/2016 05/2019
Lowe's Middleburg FL 02/2019 08/2019
Chick Fil A Middleburg FL 08/2017 02/2018
University Of North Florida Jacksonville FL 06/2019 05/2022
Fidelity Investments Boston MA 03/2025 Present
  • 05/2022 → Present
    Fidelity Investments
    Jacksonville, FL
  • 08/2020 → 05/2022
    Ups
    Jacksonvile, FL
  • 11/2019 → 08/2020
    Vans
    Orange Park, FL
  • 08/2016 → 05/2019
    Middleburg High School
    Middleburg, FL
  • 02/2019 → 08/2019
    Lowe's
    Middleburg, FL
  • 08/2017 → 02/2018
    Chick Fil A
    Middleburg, FL
  • 06/2019 → 05/2022
    University Of North Florida
    Jacksonville, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-07-14 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-06-30
S63 Uniform Securities Agent State Law Examination 2022-08-09
  • S66 Uniform Combined State Law Examination
    2023-06-30
  • S63 Uniform Securities Agent State Law Examination
    2022-08-09
Other Names
  • Thomas Christian Biroschik

View on SEC IAPD

Other Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
THRIVENT INVESTMENT MANAGEMENT INC.
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
DOBSON STREET LLC
PFS INVESTMENTS INC.

Other Investors

Bradley Dean Erb
Julie Kerr Tecau
Samuel Warren Gruenig
Brittney Rhyianna Cooper
Carlton J Smith
Erin B Long
Misty Morris
DiIvory Edgecomb

Other Offices

EDWARD JONES · Winter Park, FL
STATE FARM INVESTMENT MANAGEMENT CORP. · Winter Park, FL
THRIVENT INVESTMENT MANAGEMENT INC. · Winter Park, FL
LPL FINANCIAL LLC · WINTER PARK, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Winter Park, FL
WELLS FARGO CLEARING SERVICES, LLC · WINTER PARK, FL
DOBSON STREET LLC · WINTER PARK, FL
PFS INVESTMENTS INC. · WINTER PARK, FL

More in Winter Park, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor