Ronald Thompson

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

• 01/2024 → 02/2024
  New York Life Insurance Company
  Riverside, CA
• 12/2016 → 06/2017
  Sunset Beach Christian Church
  Haliewa, HI
• 06/2017 → 08/2017
  La Fitness
  La Verne, CA
• 08/2017 → 09/2020
  Beach Front Property Management
  Long Beach, CA
• 04/2024 → 09/2024
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 09/2024 → Present
  Fidelity Investments
  Brea, CA
• 10/2018 → 09/2020
  Center Of Hope La
  Inglewood, CA
• 05/2023 → 12/2023
  Edge Home Finance
  Chino Hills, CA
• 09/2020 → 05/2023
  Churchill Mortgage
  San Dimas, CA
• 05/2024 → 09/2024
  Northwestern Mutual Investment Services Llc
  Ontario, CA
• 07/2016 → 11/2016
  Simpson Chevrolet Of Irvine
  Irvine, CA
• 03/2024 → 04/2024
  Unemployed
  Chino Hills, CA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-12-24 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Chino Hills, CA
  Brea, CA

Other Businesses

OBA-113141|OrgNmn:Ronald Thompson|Org Addr:Chino Hill,California,US|OBA Nature:Amazon Publisher|Invst Rel:N|Title:Sole Proprietor|Duties:Publisher|StrtDt:09-16-24|TotHrs/mon:0.01|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2024-12-17

Other Names

• Ronald Thompson
• Ronald Thompson