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Thomas Rachelski

Strategic Advisers LLC

Oakland, NJ

Paramus, NJ

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-03-31
  • NJ RA
    APPROVED
    Since 2025-03-31

Branch Locations

Oakland, NJ • United States

396 North Route 17, Paramus, NJ 07652-2907 • 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 Brokerage Services Llc Wayne NJ 02/2013 05/2017
Pnc Bank Bridgewater NJ 05/2017 11/2020
Pnc Investments Pittsburgh PA 05/2017 11/2020
Fidelity Investments Wayne NJ 03/2013 05/2017
Pnc Wealth Management Bridgewater NJ 05/2017 11/2020
Sonnet Financial Technologies Llc Lodi NJ 09/2020 02/2022
Brookstone Capital Management Wheaton IL 04/2022 05/2023
Jd Mellberg Tuscon AZ 03/2022 05/2023
Ghost Hawk Brewing Company Clifton NJ 04/2019 05/2023
Fidelity Investments Paramus NJ 05/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2013 → 05/2017
    Fidelity Brokerage Services Llc
    Wayne, NJ
  • 05/2017 → 11/2020
    Pnc Bank
    Bridgewater, NJ
  • 05/2017 → 11/2020
    Pnc Investments
    Pittsburgh, PA
  • 03/2013 → 05/2017
    Fidelity Investments
    Wayne, NJ
  • 05/2017 → 11/2020
    Pnc Wealth Management
    Bridgewater, NJ
  • 09/2020 → 02/2022
    Sonnet Financial Technologies Llc
    Lodi, NJ
  • 04/2022 → 05/2023
    Brookstone Capital Management
    Wheaton, IL
  • 03/2022 → 05/2023
    Jd Mellberg
    Tuscon, AZ
  • 04/2019 → 05/2023
    Ghost Hawk Brewing Company
    Clifton, NJ
  • 05/2023 → Present
    Fidelity Investments
    Paramus, NJ
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Other Businesses

OBA-98674|OrgNmn:Lodi Old Timers Little League|Org Addr:Lodi, NJ 0,New Jersey,US|OBA Nature:Lodi Little League|Invst Rel:N|Title:Treasurer|Duties:treasurer|StrtDt:05-01-23|TotHrs/mon:5|TrdHrs/mon:0|OBA-98673|OrgNmn:Ghost Hawk Brewing Company|Org Addr:Clifton,New Jersey,US|OBA Nature:Brewery|Invst Rel:N|Title:Director|Duties:CFO|StrtDt:05-01-23|TotHrs/mon:5|TrdHrs/mon:0|

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2023-06-30
S66 Uniform Combined State Law Examination 2008-04-22
  • S63 Uniform Securities Agent State Law Examination
    2023-06-30
  • S66 Uniform Combined State Law Examination
    2008-04-22
Designations

View on SEC IAPD

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