Carolyn Ann Thompson

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

• 06/2012 → 12/2016
  Unemployed
  Allison Park, PA
• 12/2016 → 01/2021
  Rbc Capital Markets, Llc
  Lancaster, PA
• 12/2016 → 01/2021
  Rbc Global Asset Management (U.S.) Inc.
  Lancaster, PA
• 02/2021 → 05/2021
  Pma Securities, Llc
  Naperville, IL
• 05/2022 → Present
  Fidelity Investments
  Cranberry Township, PA
• 06/2021 → 04/2022
  Unemployed
  Allison Park, PA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-08-29 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Cranberry Township, PA
• 2021-02-02 → 2021-05-17
  Ptma Investment Advisors
  Naperville, IL
• 2017-05-24 → 2021-01-29
  Rbc Capital Markets, Llc
  Lancaster, PA
  Allison Park, PA

Other Businesses

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Exams

• S66 Uniform Combined State Law Examination
  2017-05-24
• S65 Uniform Investment Adviser Law Examination
  1993-09-02
• S63 Uniform Securities Agent State Law Examination
  1988-12-02

Other Names

• Carolyn Molingowski