Thomas Tracy

Strategic Advisers LLC

Cottage Grove, MN

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-03-31
MN	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

CA RA
APPROVED

Since 2025-03-31
MN RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

Cottage Grove, MN • United States

8342 3Rd Street N, Oakdale, MN 55128-5439 • 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

Organization	City	State	From	To
Fidelity Brokerage Services Llc	Oakdale	MN	06/2016	Present
Fidelity Investments	Boston	MA	03/2025	Present

06/2016 → Present

Fidelity Brokerage Services Llc

Oakdale, MN
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2018-11-15 → 2025-03-31

Fidelity Personal And Workplace Advisors

Oakdale, MN

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-02-16

S66 Uniform Combined State Law Examination

2017-02-16

Other Names

Thomas James Tracy

View on SEC IAPD

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