Thomas Chapman Donahue

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

• 12/2017 → 08/2018
  Demoulas Markets
  Hudson, MA
• 05/2018 → 08/2018
  Unemployed
  Harvard, MA
• 08/2018 → 09/2023
  Providence College/Ithaca College
  Providence, RI
• 09/2014 → 05/2018
  The Bromfield School
  Harvard, MA
• 09/2023 → 10/2023
  Unemployed
  Harvard, MA
• 12/2024 → 01/2025
  Unemployed
  Harvard, MA
• 10/2023 → 12/2024
  Techtronic Industries Ltd.
  Anderson, SC
• 01/2025 → Present
  Fidelity Investments
  Merrimack, NH

Exams

• S66 Uniform Combined State Law Examination
  2026-08-21
• S63 Uniform Securities Agent State Law Examination
  2025-06-11

Other Names

• Thomas Donahue