Thomas A. Boardman
STRATEGIC ADVISERS LLC | Vice President, Wealth Planner
FRAMINGHAM, MA
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CRD#: 5630693
Professional summary
Thomas Andrew Boardman, CFP®, who also goes by Thomas Andrew Boardman, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Framingham, Massachusetts and FIDELITY BROKERAGE SERVICES LLC located in Framingham, Massachusetts.
Thomas is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Thomas has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 26 exams.
Biography
I partner with clients, engaging them in personal topics which fosters a development and implementation of family wealth plans to work toward short, intermediate and long-term goals.
Question & Answer
What are your service offerings?
Tax Planning
Estate Planning
Retirement Planning
Debt Management
Insurance Planning
Comprehensive Financial Planni...
Investment Planning
Education Planning
Budgeting
Employee and Employer Plan Ben...
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Thomas Andrew Boardman
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.
OBA-9688|OrgNmn:Boardman Capital Group LLC|Org Addr:Hopedale,Massachuse,US|OBA Nature:Real Estate|Invst Rel:Y|Title:Self/Owner|Duties:All duties of investing in residential real estate.|StrtDt:06-17-13|TotHrs/mon:20|TrdHrs/mon:0|OBA-105175|OrgNmn:Veritas Christian Academy|Org Addr:Wayland,Massachuse,US|OBA Nature:K-8 School|Invst Rel:N|Title:School Board Member|Duties:I will serve on the schools board, be a member of the finance committee, and serve as Treasurer|StrtDt:03-28-25|TotHrs/mon:4|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Thomas Andrew Boardman'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®
CFP®
Start date: 2011
Education
University of Rhode Island
Bachelor of Business Administration - Management
2004
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 405 Cochituate Road, Framingham, MA 01701RIA
CRD#: 104555
FRAMINGHAM, MA
Current
June 15, 2010 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 405 Cochituate Road, Framingham, MA 01701BD
CRD#: 7784
Framingham, MA
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
BOSTON, MA
Past
June 14, 2011 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
FRAMINGHAM, MA
Past
March 13, 2009 - April 27, 2010
FIDELITY DISTRIBUTORS COMPANY LLC
BD
CRD#: 17507
SMITHFIELD, RI
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
California(1/6/2017)
RR
Colorado(12/15/2020)
RR
Connecticut(1/28/2021)
RR
District of Columbia(4/11/2024)
RR
Florida(5/8/2014)
RR
Georgia(7/19/2024)
RR
Illinois(9/13/2021)
RR
Kansas(2/25/2020)
RR
Maine(6/15/2010)
RR
Maryland(3/31/2017)
RR
Massachusetts(6/15/2010)
IAR
Massachusetts(3/31/2025)
RR
Missouri(5/19/2023)
RR
New Hampshire(6/15/2010)
RR
New Jersey(1/17/2021)
RR
New York(1/2/2015)
RR
North Carolina(1/17/2021)
RR
Oklahoma(8/8/2020)
RR
Oregon(2/12/2021)
RR
Pennsylvania(1/2/2015)
RR
Rhode Island(6/15/2010)
RR
South Carolina(2/12/2021)
RR
Texas(1/4/2025)
IAR
Texas(3/31/2025)
RR
Utah(1/4/2025)
RR
Vermont(1/6/2021)
RR
Virginia(3/4/2022)
RR
Washington(3/12/2021)
RR
Wisconsin(9/9/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory 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
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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
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Company Information
STRATEGIC ADVISERS LLC
Vice President, Wealth PlannerCRD#: 104555Framingham, MATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
