Thomas Kevin Mottl

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

• 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

• S66 Uniform Combined State Law Examination
  2024-08-02
• S63 Uniform Securities Agent State Law Examination
  2023-09-22

Other Names

• Tommy Kevin Mottl