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James Thorne

Strategic Advisers LLC

Georgetown, TX

Austin, TX

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Georgetown, TX • United States

11501 Alterra Pkwy Ste 115 & 550, Austin, TX 78758-3201 • 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 Investments Austin TX 02/2017 Present
Apartment Experts San Marcos TX 08/2014 02/2017
Fidelity Investments Boston MA 03/2025 Present
  • 02/2017 → Present
    Fidelity Investments
    Austin, TX
  • 08/2014 → 02/2017
    Apartment Experts
    San Marcos, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2019-01-29 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Austin, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-06-21
  • S66 Uniform Combined State Law Examination
    2017-06-21
Other Names
  • James Michael Thorne

View on SEC IAPD

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