Thomas R. Whited

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
AZ	RA	APPROVED	2026-04-10
TX	RA	APPROVED	2025-03-31

AZ RA
APPROVED

Since 2026-04-10
TX RA
APPROVED

Since 2025-03-31

Branch Locations

3001 E. Skyline Drive Suite 255, Tucson, AZ 85718-2106 • United States

Oro Valley, AZ • 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	Greenwood Village	CO	08/2017	Present
Us Bank	Highlands Ranch	CO	01/2015	08/2017
Fidelity Investments	Boston	MA	03/2025	Present
Strategic Advisers Llc	Tuscon	AZ	04/2026	Present

08/2017 → Present

Fidelity Brokerage Services Llc

Greenwood Village, CO
01/2015 → 08/2017

Us Bank

Highlands Ranch, CO
03/2025 → Present

Fidelity Investments

Boston, MA
04/2026 → Present

Strategic Advisers Llc

Tuscon, AZ

Previous Registrations

2021-07-19 → 2025-03-31

Fidelity Personal And Workplace Advisors

Greenwood Village, CO

Other Businesses

OBA-8773|OrgNmn:Sisel International|Org Addr:Englewood,Colorado,US|OBA Nature:The Sale of Health and Nutriti|Invst Rel:N|Title:Distributor|Duties:Ordering and the sale of products. Talking about products and initiating sales.|StrtDt:11-20-17|TotHrs/mon:1|TrdHrs/mon:0|

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-06-28
S63	Uniform Securities Agent State Law Examination	2017-09-29

S66 Uniform Combined State Law Examination

2021-06-28
S63 Uniform Securities Agent State Law Examination

2017-09-29

Other Names

Thomas Ray Mark Whited
Thomas Whited

View on SEC IAPD

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