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Thomas Mccarthy King

Strategic Advisers LLC

Berwyn, PA

Greenville, DE

CRD 7975600

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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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-08
DE RA APPROVED 2025-04-23
PA RA APPROVED 2025-04-23
  • TX RA
    APPROVED
    Since 2026-01-08
  • DE RA
    APPROVED
    Since 2025-04-23
  • PA RA
    APPROVED
    Since 2025-04-23

Branch Locations

Berwyn, PA • United States

4001 Kennett Pike Ste 120, Greenville, DE 19807-2000 • 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
Self-Employed Berwyn PA 02/2021 07/2024
Glooko Palo Alto CA 05/2021 08/2022
Delaware State Chamber Of Commerce Wilmington DE 05/2018 08/2018
University Of Richm Richmond VA 08/2019 05/2023
Fidelity Investments Greenville DE 08/2024 Present
Dandan Wayne PA 04/2018 05/2018
Ymca Berwyn PA 05/2019 08/2019
Conestoga High Scho Berwyn PA 08/2015 05/2019
  • 02/2021 → 07/2024
    Self-Employed
    Berwyn, PA
  • 05/2021 → 08/2022
    Glooko
    Palo Alto, CA
  • 05/2018 → 08/2018
    Delaware State Chamber Of Commerce
    Wilmington, DE
  • 08/2019 → 05/2023
    University Of Richm
    Richmond, VA
  • 08/2024 → Present
    Fidelity Investments
    Greenville, DE
  • 04/2018 → 05/2018
    Dandan
    Wayne, PA
  • 05/2019 → 08/2019
    Ymca
    Berwyn, PA
  • 08/2015 → 05/2019
    Conestoga High Scho
    Berwyn, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-13
  • S66 Uniform Combined State Law Examination
    2025-01-13
Other Names
  • Thomas M King
  • Thomas King

View on SEC IAPD

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