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Thomas Finnerty

Strategic Advisers LLC

Denver, CO

Greenwood Village, CO

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-05-23
TX RA APPROVED 2025-05-23
  • CO RA
    APPROVED
    Since 2025-05-23
  • TX RA
    APPROVED
    Since 2025-05-23

Branch Locations

Denver, CO • United States

6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • 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
Greece Arcadia Middle And High School Rochester NY 11/2012 06/2017
Tim Horton's Rochester NY 06/2017 08/2017
Villanova University Call Center Villanova PA 09/2017 12/2017
Datrose Rochester NY 05/2018 08/2018
Datrose Rochester NY 05/2019 08/2019
Pizzeria Americana Rochester NY 06/2020 08/2020
Pizzeria Americana Rochester NY 12/2020 01/2021
Oak Hill Country Club Rochester NY 06/2021 11/2021
U.S. House Of Representatives Rochester NY 11/2021 06/2022
Monroe County Parks Department Rochester NY 08/2022 10/2022
Fidelity Investments Denver CO 11/2022 Present
Villanova University Villanova PA 08/2017 05/2022
  • 11/2012 → 06/2017
    Greece Arcadia Middle And High School
    Rochester, NY
  • 06/2017 → 08/2017
    Tim Horton's
    Rochester, NY
  • 09/2017 → 12/2017
    Villanova University Call Center
    Villanova, PA
  • 05/2018 → 08/2018
    Datrose
    Rochester, NY
  • 05/2019 → 08/2019
    Datrose
    Rochester, NY
  • 06/2020 → 08/2020
    Pizzeria Americana
    Rochester, NY
  • 12/2020 → 01/2021
    Pizzeria Americana
    Rochester, NY
  • 06/2021 → 11/2021
    Oak Hill Country Club
    Rochester, NY
  • 11/2021 → 06/2022
    U.S. House Of Representatives
    Rochester, NY
  • 08/2022 → 10/2022
    Monroe County Parks Department
    Rochester, NY
  • 11/2022 → Present
    Fidelity Investments
    Denver, CO
  • 08/2017 → 05/2022
    Villanova University
    Villanova, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-22
S63 Uniform Securities Agent State Law Examination 2023-03-10
  • S66 Uniform Combined State Law Examination
    2025-05-22
  • S63 Uniform Securities Agent State Law Examination
    2023-03-10
Other Names
  • Thomas Edward Finnerty
  • Thomas Finnerty

View on SEC IAPD

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