Thomas H. Brewer
STRATEGIC ADVISERS LLC | Financial Consultant
DENVER, CO
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CRD#: 6845744
Professional summary
Thomas H. Brewer, who also goes by Thomas H Brewer, Thomas Hurley Brewer, Brewer Tom, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Denver, Colorado and FIDELITY BROKERAGE SERVICES LLC located in Broomfield, Colorado.
Thomas is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Thomas has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
I work with my clients to help them build and maintain a comprehensive financial plan tailored to their specific goals. My focus is on truly understanding my clients and their needs. By acting as their guide and educating them throughout the financial planning process, we're able to work together in a collaborative manner and implement strategies to work toward their goals.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Thomas H Brewer | Thomas Hurley Brewer | Brewer Tom
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-58800|OrgNmn:Central Connecticut State University|Org Addr:New Britai,Connecticu,US|OBA Nature:University|Invst Rel:N|Title:Adjunt Professor|Duties:Teaching risk management and insurance. |StrtDt:04-13-2021|TotHrs/mon:10|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Thomas H. Brewer'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®
NoneEducation
University of Connecticut
Master of Business Administration (MBA) - Finance
2019
Roger Williams University
Bachelor of Science (BS) - Marketing
2014
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 281 E. Flatiron Crossing Dr, Broomfield, CO 80021RIA
CRD#: 104555
DENVER, CO
Current
May 6, 2021 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 281 E. Flatiron Crossing Dr, Broomfield, CO 80021BD
CRD#: 7784
Broomfield, CO
Past
May 7, 2021 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
WEST HARTFORD, CT
Past
December 14, 2017 - April 15, 2021
LPL FINANCIAL LLC
RIA
CRD#: 6413
GLASTONBURY, CT
Past
September 20, 2017 - April 15, 2021
LPL FINANCIAL LLC
BD
CRD#: 6413
GLASTONBURY, CT
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
Arizona(1/6/2024)
RR
California(1/6/2023)
RR
Colorado(5/11/2022)
IAR
Colorado(3/31/2025)
RR
Connecticut(5/6/2021)
IAR
Connecticut(3/31/2025)
RR
Florida(7/21/2023)
RR
Georgia(9/29/2023)
RR
Illinois(7/19/2024)
RR
Iowa(8/27/2025)
RR
Kentucky(8/22/2024)
RR
Maine(9/29/2023)
RR
Massachusetts(5/6/2021)
RR
Michigan(9/29/2023)
RR
Minnesota(9/20/2023)
RR
New York(8/22/2024)
RR
Ohio(5/20/2023)
RR
Pennsylvania(9/29/2023)
RR
South Carolina(8/27/2025)
RR
South Dakota(6/7/2024)
RR
Texas(1/14/2022)
IAR
Texas(3/31/2025)
RR
Utah(2/3/2025)
RR
West Virginia(11/20/2024)
RR
Wyoming(5/11/2022)
Exams
State Security Law 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
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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
Financial ConsultantCRD#: 104555Denver, COTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
