Thomas Edward Tobin
Investment Adviser Representative at Strategic Advisers LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Thomas Edward Tobin is an investment adviser representative with Strategic Advisers LLC in Nichols Hills, OK, where they have been registered since 2025. They have worked in the securities industry since 2024 and were previously registered with Fidelity Personal and Workplace Advisors. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Oklahoma and Texas.
Office
Advisors at this office: 17
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Oklahoma, Texas
- Broker:
23 states and territories
Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Maryland, Massachusetts, Michigan, Minnesota, Missouri, New Jersey, New York, North Carolina, Ohio, Oklahoma, Pennsylvania, Texas, Virginia, Washington, Wisconsin
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Crown Lift TrucksSep 2023 – Oct 2023Okc, OK
- Main EventJul 2023 – Oct 2023Okc, OK
- Industrial Door CompanyJul 2021 – Jun 2023Sacramento, CA
- UnemployedNov 2020 – Jun 2021Reseda, CA
- KatanaSep 2020 – Nov 2020Los Angeles, CA
- UnemployedMar 2020 – Sep 2020Los Angeles, CA
- Blind DragonOct 2016 – Mar 2020West Hollywood, CA
- JJLAOct 2018 – Mar 2020Los Angeles, CA
- DLS Events LLCOct 2019 – Jan 2020Los Anageles, CA
- Insomniac EventsOct 2016 – Oct 2019Beverly Hills, CA
- Ocean Park Entertainment GroupMay 2019 – Oct 2019Santa Monica, CA
- AmericrownJun 2018 – Jun 2018Fontana, CA
- The Whisper LoungeNov 2015 – Jun 2017Los Angeles, CA
- Fidelity InvestmentsOct 2023 – no end date reportedNichols Hills, OK
- BHA Hospitality LLCSep 2020 – Sep 2020Los Angeles, CA
- Sushi Concepts LLCSep 2020 – Nov 2020West Hollywood, CA
- Cutlet LPJan 2020 – Dec 2020Los Angeles, CA
- Fidelity InvestmentsMar 2025 – no end date reportedBoston, MA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Strategic Advisers LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 17,064
- Offices listed on AdvisorFinder:
- 3
- Main office:
- Boston, MA
- SEC file number:
- 801-13243
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 30, 2026
View full firm profileOther advisors at Strategic Advisers LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Thomas Edward Tobin has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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