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Thomas Kevin Mottl

Strategic Advisers LLC

Los Angeles, CA

Los Angeles, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-09-23
TX RA APPROVED 2025-03-31
  • CA RA
    APPROVED
    Since 2025-09-23
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

2000 Avenue Of The Stars N. Tower, Los Angeles, CA 90067-4700 • United States

Los Angeles, CA • 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
Sabatino's Restaurant Wakefield MA 09/2018 08/2021
Mottl Builders Reading MA 05/2020 01/2023
University Of Massachusetts Amherst MA 09/2019 05/2023
Unemployed Wakefield MA 01/2013 09/2018
Fidelity Investments Merrimack NH 06/2022 08/2022
Fidelity Investments Merrimack NH 06/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2018 → 08/2021
    Sabatino's Restaurant
    Wakefield, MA
  • 05/2020 → 01/2023
    Mottl Builders
    Reading, MA
  • 09/2019 → 05/2023
    University Of Massachusetts
    Amherst, MA
  • 01/2013 → 09/2018
    Unemployed
    Wakefield, MA
  • 06/2022 → 08/2022
    Fidelity Investments
    Merrimack, NH
  • 06/2023 → Present
    Fidelity Investments
    Merrimack, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-08-07 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
    Wakefield, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-02
S63 Uniform Securities Agent State Law Examination 2023-09-22
  • S66 Uniform Combined State Law Examination
    2024-08-02
  • S63 Uniform Securities Agent State Law Examination
    2023-09-22
Other Names
  • Tommy Kevin Mottl

View on SEC IAPD

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NORTHERN TRUST SECURITIES, INC.
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WEALTHSPIRE RETIREMENT ADVISORY

Other Investors

TERRENCE MICHAEL DEMOREST
DIMITRI JIMMY KRIKELAS
CHRISTOPHER MILES WERNER
Sarah Mushtaq Chhotani
Julie Ann Yoon
Olivia R DiNapoli
Natalie Jeanne-Marie Glover
JAMES EDGAR BERLINER

Other Offices

POST ADVISORY GROUP, LLC · LOS ANGELES, CA
WESTMOUNT PARTNERS, LLC · LOS ANGELES, CA
GIDEON CAPITAL, LLC · LOS ANGELES, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
TLG ADVISORS, INC. · Los Angeles, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
NORTHERN TRUST SECURITIES, INC. · LOS ANGELES, CA

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