TE
Thomas B. Eyers
STRATEGIC ADVISERS LLC
PARKER, CO
Some features on this profile are disabled
CRD#: 2589852
TE
Professional summary
Thomas B. Eyers, who also goes by Thomas Barber Eyers, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Parker, Colorado and FIDELITY BROKERAGE SERVICES LLC located in Tucson, Arizona.
Thomas is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Thomas has worked at 11 firms and has passed the Series 66, Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Thomas Barber Eyers
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Thomas B. Eyers's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
PARKER, CO
Current
July 9, 2013 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 3001 E. Skyline Drive Suite 255, Tucson, AZ 85718BD
CRD#: 7784
Tucson, AZ
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
TUCSON, AZ
Past
August 11, 2015 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
PARKER, CO
Past
August 17, 2010 - November 26, 2012
USAA FINANCIAL PLANNING SERVICES
RIA
CRD#: 106352
COLORADO SPRINGS, CO
Past
August 17, 2010 - November 21, 2012
USAA FINANCIAL ADVISORS, INC.
BD
CRD#: 129035
COLORADO SPRINGS, CO
Past
June 17, 2010 - July 9, 2010
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
BD
CRD#: 20472
DENVER, CO
Past
April 10, 2008 - February 22, 2010
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
ENGLEWOOD, CO
Past
December 10, 2007 - February 12, 2008
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
RIA
CRD#: 20472
DENVER, CO
Past
August 16, 2000 - February 12, 2008
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
BD
CRD#: 20472
DENVER, CO
Past
October 15, 1998 - August 1, 2000
TEACHERS PERSONAL INVESTORS SERVICES, INC.
BD
CRD#: 36130
NEW YORK, NY
Past
January 3, 1997 - May 27, 1998
ONE ORCHARD EQUITIES, INC.
BD
CRD#: 42124
GREENWOOD VILLAGE, CO
Past
December 21, 1996 - January 3, 1997
THE GREAT-WEST LIFE ASSURANCE COMPANY
BD
CRD#: 5927
ENGLEWOOD, CO
Past
July 27, 1995 - May 15, 1996
JANUS HENDERSON DISTRIBUTORS US LLC
BD
CRD#: 28832
DENVER, CO
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(8/9/2021)
RR
Alaska(8/9/2021)
RR
Arizona(8/9/2021)
RR
Arkansas(8/9/2021)
RR
California(8/9/2021)
RR
Colorado(7/9/2013)
IAR
Colorado(3/31/2025)
RR
Connecticut(8/9/2021)
RR
Delaware(8/9/2021)
RR
District of Columbia(8/9/2021)
RR
Florida(8/9/2021)
RR
Georgia(8/9/2021)
RR
Hawaii(8/9/2021)
RR
Idaho(8/9/2021)
RR
Illinois(8/9/2021)
RR
Indiana(8/9/2021)
RR
Iowa(8/9/2021)
RR
Kansas(1/16/2020)
RR
Kentucky(8/9/2021)
RR
Louisiana(8/9/2021)
RR
Maine(8/9/2021)
RR
Maryland(8/9/2021)
RR
Massachusetts(8/9/2021)
RR
Michigan(8/9/2021)
RR
Minnesota(8/9/2021)
RR
Mississippi(8/9/2021)
RR
Missouri(1/12/2021)
RR
Montana(4/16/2020)
RR
Nebraska(8/9/2021)
RR
Nevada(8/9/2021)
RR
New Hampshire(8/9/2021)
RR
New Jersey(8/9/2021)
RR
New Mexico(8/9/2021)
RR
New York(8/9/2021)
RR
North Carolina(8/9/2021)
RR
North Dakota(8/9/2021)
RR
Ohio(8/10/2021)
RR
Oklahoma(8/9/2021)
RR
Oregon(8/9/2021)
RR
Pennsylvania(8/9/2021)
RR
Puerto Rico(8/9/2021)
RR
Rhode Island(8/9/2021)
RR
South Carolina(8/9/2021)
RR
South Dakota(8/9/2021)
IAR
South Dakota(3/31/2025)
RR
Tennessee(8/9/2021)
RR
Texas(8/9/2021)
IAR
Texas(3/31/2025)
RR
Utah(1/6/2017)
RR
Vermont(8/9/2021)
RR
Virgin Islands(8/9/2021)
RR
Virginia(8/9/2021)
RR
Washington(8/9/2021)
RR
West Virginia(8/9/2021)
RR
Wisconsin(8/9/2021)
RR
Wyoming(8/9/2021)
IAR
Wyoming(3/31/2025)
Exams
State Security Law Exam
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
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.
