Thomas M. Salvo
Professional summary
Thomas M. Salvo JR., who also goes by Thomas Michael Salvo Jr, Thomas Michael Salvo Jr., Thomas Michael Salvo, Thomas M Salvo, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Farmington, Connecticut and FIDELITY BROKERAGE SERVICES LLC located in West Hartford, Connecticut.
Thomas is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1989. Thomas has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Thomas M. Salvo JR.'s CRS (Customer Relationship Summary).
Certified licenses
Experience
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 29 S Main Street Ste A02 Town Center, West Hartford, CT 06107-4211March 9, 2023 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 29 South Main Street Ste A02 Town Center, West Hartford, CT 06107March 17, 2023 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
August 6, 2021 - February 1, 2023
MML INVESTORS SERVICES, LLC
July 27, 2021 - February 1, 2023
MML INVESTORS SERVICES, LLC
October 27, 2020 - June 9, 2021
PRUCO SECURITIES, LLC.
October 27, 2020 - June 9, 2021
PRUCO SECURITIES, LLC.
March 25, 2017 - October 26, 2020
MML INVESTORS SERVICES, LLC
March 25, 2017 - October 26, 2020
MML INVESTORS SERVICES, LLC
December 11, 2012 - March 25, 2017
MSI FINANCIAL SERVICES, INC.
December 14, 2011 - March 25, 2017
MSI FINANCIAL SERVICES, INC.
February 25, 2011 - December 22, 2011
NYLIFE SECURITIES LLC
March 2, 1989 - May 16, 1989
FORESTERS FINANCIAL SERVICES, INC.
Primary Firm SEC Registration
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(3/18/2025)
(3/10/2023)
(3/31/2025)
(5/17/2024)
(3/22/2023)
(1/21/2025)
(6/14/2024)
(5/7/2024)
(4/21/2023)
(9/4/2025)
(1/23/2025)
(1/6/2025)
(3/26/2023)
(11/29/2023)
(10/10/2023)
(5/26/2023)
(11/27/2023)
(5/3/2024)
(3/31/2025)
(1/16/2025)
(3/5/2024)
(7/27/2023)
Exams
FINRA
New York Stock Exchange
Current Firm
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
Contact information
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
